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9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| NJ | RA | APPROVED | 2024-12-17 |
Branch Locations
5 Vaughn Drive Suite 310, Princeton, NJ 08540 • United States
9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-17 |
Branch Locations
5 Vaugh Drive Suite 310, Princeton, NJ 08540 • 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 |
|---|---|---|---|---|
| Nuveen Asset Management | Princeton | NJ | 11/2012 | 03/2021 |
| Crossmark Global Investments | Princeton | NJ | 06/2021 | Present |
I SIT ON THE BELOW LIST OF NON-PROFIT BOARDS: 1.Alliance of Confessing Evangelicals 2.Cairn University 3.Gordon Conwell Theological Seminary (on Finance Committee also) 4.Kingdom Advisors 5.Lausanne Movement (Board Chair) 6.New Canaan Society 7.Movement.org (Board Chair) 8.Word of Life Fellowship (on Finance and Audit & Compensation Committees also) 9.Christianity Today
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-15 |
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