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 a corporate entity that has been SEC-registered since 1984. The firm's ownership is listed as a combination of a domestic entity and an individual, and FINTRX classifies it as "Unclassified." The dataset indicates the firm is not a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser; other advisory and business-activity fields are not populated in the record provided.
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 3
James 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 27
Kyu 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
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