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Carson Wright

Cypress Point Wealth Management, LLC

Dallas, TX

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Current Employers
Cypress Point Wealth Management, Llc

3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-12

Branch Locations

3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cypress Point Wealth Management Dallas TX 05/2022 Present
Student Frisco TX 01/2013 05/2022
  • 05/2022 → Present
    Cypress Point Wealth Management
    Dallas, TX
  • 01/2013 → 05/2022
    Student
    Frisco, TX
Designations

View on SEC IAPD

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