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Luke Anthony Lloyd

Crossmark Wealth Management, LLC

Houston, TX

Crossmark Global Investments, Inc.

Houston, TX

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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 2009-09-04
  • TX RA
    APPROVED
    Since 2009-09-04

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
Capstone Asset Planning Company Houston TX 09/2009 Present
Capstome Asset Management Company Houston TX 09/2009 04/2017
Capstone Asset Management Company Houston TX 04/2017 12/2017
Crossmark Wealth Management Houston TX 12/2017 Present
  • 09/2009 → Present
    Capstone Asset Planning Company
    Houston, TX
  • 09/2009 → 04/2017
    Capstome Asset Management Company
    Houston, TX
  • 04/2017 → 12/2017
    Capstone Asset Management Company
    Houston, TX
  • 12/2017 → Present
    Crossmark Wealth Management
    Houston, TX
Previous Registrations
  • 2009-05-02 → 2009-08-31
    Chase Investment Services Corp.
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
  • 2006-11-02 → 2009-05-02
    Wamu Investments, Inc.
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Pasadena, TX
    Deer Park, TX
    Pasadena, TX
    Baytown, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Sugarland, TX
    Houston, TX
    Sugar Land, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Sugarland, TX
    Sugar Land, TX
    Houston, TX
    Missouri City, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
  • 2006-04-13 → 2006-10-16
    Wells Fargo Investments, Llc
    Houston, TX
    Missouri City, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-21
  • S66 Uniform Combined State Law Examination
    2006-03-21
Other Names
  • Lucanus Anthony Lloyd

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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