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Svetlina Colette Cyrus

CRD# 6003135·Registered 2013 - 2015
Previously Registered: Being a previously registered professional could mean that Svetlina is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Svetlina Colette Cyrus, who also goes by Svetlina Cyrus, Cyrus Han, was a registered financial advisor. Svetlina was a previously registered financial professional and started their career in finance 2013 - 2015. Svetlina had worked at 2 firms and has passed the Series 63, SIE, Series 52 and Series 79 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Svetlina Cyrus, Cyrus Han

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

MOORELAND PARTNERS LLC·CRD# 127422
BD
Foster City, CA
July 23, 2014 - November 5, 2015
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
San Francisco, CA
November 6, 2013 - June 6, 2014

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Current Firm

MP
MOORELAND PARTNERS LLC

MOORELAND CAPITAL LLC | MOORELAND PARTNERS LLC

CRD#: 127422 / SEC#: 8-65994
BD
Terminated by SEC on 11/03/2020

Contact Information

Established

Delaware since 04/15/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
STIFEL FINANCIAL CORP.100% OWNER—
JOHNSTONE, MARY CARLTONCCO1170408
SCHRICK, FREDERICK RICHARDPRINCIPAL FINANCIAL OFFICER5636488

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2015About the SIE exam

Series 52 — Municipal Securities Representative Examination

Passed Jan 2014About the Series 52 exam

Series 79 — Investment Banking Registered Representative Examination

Passed Nov 2013About the Series 79 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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