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Heather Treigle Lindsey

Crossmark Global Investments, Inc.

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
TX RA APPROVED 2021-09-21
  • TX RA
    APPROVED
    Since 2021-09-21

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
A I M Distributors, Inc. Houston TX 06/1996 03/2020
Invesco Advisers, Inc. Atlanta GA 01/2010 03/2020
Crossmark Global Investments Houston TX 08/2021 Present
Unemployed Houston TX 03/2020 08/2021
  • 06/1996 → 03/2020
    A I M Distributors, Inc.
    Houston, TX
  • 01/2010 → 03/2020
    Invesco Advisers, Inc.
    Atlanta, GA
  • 08/2021 → Present
    Crossmark Global Investments
    Houston, TX
  • 03/2020 → 08/2021
    Unemployed
    Houston, TX
Previous Registrations
  • 2010-01-01 → 2020-03-06
    Invesco Advisers, Inc.
    Atlanta, GA
  • 2007-03-28 → 2010-01-01
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-27
S63 Uniform Securities Agent State Law Examination 1998-12-22
  • S66 Uniform Combined State Law Examination
    2007-03-27
  • S63 Uniform Securities Agent State Law Examination
    1998-12-22
Other Names
  • Heather J Treigle
  • Heather Jeanne Treigle
  • Heather J. Lindsey
  • Heather Jeanne Treigle
  • Heather Treigle Lindsey
  • Heather Treigle-Lindsey

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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