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Jared Robert Cullivan

Crossmark Global Investments, Inc.

Boston, MA

Houston, TX

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Current Employers
Crossmark Global Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-12-21
TX RA APPROVED_RES 2023-10-25
  • MA RA
    APPROVED
    Since 2023-12-21
  • TX RA
    APPROVED_RES
    Since 2023-10-25

Branch Locations

Boston, MA • United States

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
Beaumont Financial Partners, Llc Needham MA 07/2015 05/2017
Columbia Management Investment Distributors Inc Boston MA 05/2017 10/2023
Crossmark Global Investments Houston TX 10/2023 Present
  • 07/2015 → 05/2017
    Beaumont Financial Partners, Llc
    Needham, MA
  • 05/2017 → 10/2023
    Columbia Management Investment Distributors Inc
    Boston, MA
  • 10/2023 → Present
    Crossmark Global Investments
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-02
S65 Uniform Investment Adviser Law Examination 2016-02-12
  • S63 Uniform Securities Agent State Law Examination
    2017-08-02
  • S65 Uniform Investment Adviser Law Examination
    2016-02-12

View on SEC IAPD

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