• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JAMES FITZMORRIS KULL
JIMMY KULL
CRD#: 4678116
IA
Investment Adviser
CYPRESS POINT WEALTH MANAGEMENT, LLCCRD#: 143771 3838 OAK LAWN AVE
SUITE 1150
DALLAS, TX 75219
Registration History
200420062008201020122014201620182020202220242026IACYPRESS POINT WEALTH MANAGEMEN... (CRD# 143771)2007 - Present (17 years)IACARTER ADVISORY SERVICES, INC (CRD# 116249)2003 - 2007 (4 years)IARAYMOND JAMES FINANCIAL SERVICES (CRD# 6694)2005 - 2007 (1 year)
License(s)

State Registrations

IA
Texas 6/6/2007

Current Registration(s)
IA
CYPRESS POINT WEALTH MANAGEMENT, LLC (CRD#:143771)
3838 OAK LAWN AVE SUITE 1150, DALLAS, TX 75219
Registered with this firm since 6/6/2007

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/10/2003 - 11/09/2007 CARTER ADVISORY SERVICES, INC (CRD#:116249) DALLAS , TX
IA
10/14/2005 - 06/07/2007 RAYMOND JAMES FINANCIAL SERVICES (CRD#:6694) AUSTIN, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.