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Crossmark Wealth Management, LLC CRD 289004
$1.19B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-20 |
| NJ | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-07-17 |
| OH | RA | APPROVED | 2026-07-16 |
Branch Locations
Medford Lakes, NJ • United States
9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Mt. Laurel | NJ | 07/2022 | 12/2024 |
| Fellowship Alliance Chapel | Medford | NJ | 01/2013 | 06/2022 |
| Orchard Alliance | Colorado Springs | CO | 01/2025 | Present |
Senior investment advisor for Orchard Alliance, a non-profit organization serving the Alliance member churches in the United States, and its affiliate, Orchard Alliance Securities. These activities are investment related but are conducted solely within the context of a charitable organization that is recognized as tax exempt.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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