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Current Employers
Crosswell Family Wealth Advisors

The Woodlands, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-11-29
  • TX RA
    APPROVED_RES
    Since 2010-11-29

Branch Locations

Tampico, Tamps. • Mexico

The Woodlands, TX • 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
Crosswell Advisors, Llc The Woodlands TX 04/2010 Present
  • 04/2010 → Present
    Crosswell Advisors, Llc
    The Woodlands, TX
Other Businesses

1) Professor at UTRM - University Technologica de la Rivera Maya, not investment related, 2015, 40 hours a month 2) General Manager of Distrubuidora Alebrije, not investment related, 2014, 30 hours a month 3) Hospitality Manager for Villa 38, not investment related, 2014, 30 hours a month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-09-13
  • S63 Uniform Securities Agent State Law Examination
    2010-09-13

View on SEC IAPD

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