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5949 Sherry Lane Suite 1170, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-12 |
Branch Locations
5949 Sherry Lane Suite 1170, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Point Wealth Management | Dallas | TX | 05/2017 | 04/2019 |
| Winstead Pc | Dallas | TX | 07/2011 | 05/2017 |
| Lexington Hill Partners, Llc | Dallas | TX | 04/2019 | Present |
Belfort Stanford, LLC, Manager, an entity to hold a passive investment in a private oil/gas company that started in May, 2018. Coleson Evans does not devote any time to this position, it is only a passive investment entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
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