CROSSMARK DISTRIBUTORS, INC.
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 14970
- Registered since
- January 13, 1984
- Website
- www.crossmarkglobal.com
Firm profile
FINTRXOverview
Crossmark Distributors, Inc. is incorporated and has been registered with the SEC since 1984. The firm is listed as owned by a domestic entity and/or individual and is classified in FINTRX as "Unclassified." The public record here does not describe any advisory business lines, fee schedules, or a defined client base. The profile shows that Crossmark Distributors is not identified as a capital allocator, is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Beyond these regulatory and organizational attributes, the dataset contains no detail on investment mandates, product shelf, or advisory services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JAMES JACOBY
Chief Operating OfficerCRD 2157539
JIM COPPEDGE
General Counsel & Chief Compliance OfficerCRD 3275004
ROBERT DOLL
Chief Executive Officer and Chief Investment OfficerCRD 1748378
Contacts
3 of 28KYU HAN
Director of Client ServiceCRD 3184278
LUKE LLOYD
Senior Investment AdvisorCRD 5097839
STEVEN BLOKDYK
Regional Vice PresidentCRD 2299816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 9753 Katy Fwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
PEP ADVISORY LLC
Broker-DealerHOUSTON, TX
CHIRON SECURITIES LLC
Broker-DealerHOUSTON, TX
USCA SECURITIES LLC
Broker-DealerHOUSTON, TX
HINES PRIVATE WEALTH SOLUTIONS LLC
Broker-DealerHOUSTON, TX
SANDERS MORRIS LLC
Broker-DealerHOUSTON, TX
ALTERNA SECURITIES, INC.
Broker-DealerHOUSTON, TX