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Current Employers
Crossmark Wealth Management, Llc

9753 Katy Freeway Suite 200, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-12
  • TX RA
    APPROVED
    Since 2018-12-12

Branch Locations

9753 Katy Freeway Suite 200, Houston, TX 77024 • United States

Crossmark Global Investments, Inc.

9753 Katy Freeway Suite 200, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-10-26
  • TX RA
    APPROVED
    Since 2017-10-26

Branch Locations

9753 Katy Freeway Suite 200, Houston, TX 77024 • 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
Unemployed Sugar Land TX 12/2015 05/2017
Crossmark Distributors, Inc. Houton TX 06/2017 Present
  • 12/2015 → 05/2017
    Unemployed
    Sugar Land, TX
  • 06/2017 → Present
    Crossmark Distributors, Inc.
    Houton, TX
Other Businesses

My wife and I own two single-family homes that are rented; one property is leased to full-time tenants, while the other is a vacation home that is rented only occasionally to short-term occupants. This activity does not take from my time during the normal market trading day and does not interfere with my duties within the Crossmark organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-13
  • S66 Uniform Combined State Law Examination
    2017-10-13

View on SEC IAPD

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