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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 2017-12-22
  • TX RA
    APPROVED
    Since 2017-12-22

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
Crossmark Global Investments, Inc. Houston TX 09/2017 Present
Recognos Financial Houston TX 01/2015 07/2017
Previous Registrations
  • 2010-01-01 → 2014-11-28
    Atlanta, GA
  • 2008-04-14 → 2010-01-01
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Other Businesses

My husband is a financial advisor conducting business under the name Tritis Wealth Management, in the Houston metropolitan area, in operation since April 2009. This is an investment related business. My interest in the business is passive. I do not spend any time during trading hours on matters related to this business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-11
  • S66 Uniform Combined State Law Examination
    2008-04-11
Other Names
  • Courtney Curtis
  • Courtney Noel Klasen Curtis
  • Courtney Noel Klasen

View on SEC IAPD

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