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Reading the graph
Advisor at LEXINGTON HILL PARTNERS, LLC
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LEXINGTON HILL PARTNERS, LLC | Independent wealth | Jun 13, 2019 | n/a | yes | DALLAS, TX | Current employment |
| CYPRESS POINT WEALTH MANAGEMENT, LLC | Independent wealth | Jul 18, 2014 | Jul 5, 2019 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CYPRESS POINT WEALTH MANAGEMENT, LLC | LEXINGTON HILL PARTNERS, LLC | Jul 5, 2019 | Jun 13, 2019 | -22 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143771:301810:TX:2019-07-05 | Jul 5, 2019 | Jun 13, 2019 | DALLAS, TX | Firm change |