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Advisor at CROSSMARK GLOBAL INVESTMENTS, INC.
HOUSTON, TX | Austin, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CROSSMARK GLOBAL INVESTMENTS, INC. | Mixed wealth | Jan 27, 2026 | n/a | yes | HOUSTON, TX|Austin, TX | Current employment |
| AMUNDI ASSET MANAGEMENT US, INC. | Former SEC adviser | Aug 28, 2024 | Apr 25, 2025 | no | BOSTON, MA | Previous registration |
| TCW INVESTMENT MANAGEMENT COMPANY LLC | Asset manager | Mar 14, 2008 | Jan 9, 2023 | no | LOS ANGELES, CA | Previous registration |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Asset manager | Jan 26, 2005 | Mar 19, 2007 | no | PARSIPPANY, NJ|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMUNDI ASSET MANAGEMENT US, INC. | CROSSMARK GLOBAL INVESTMENTS, INC. | Apr 25, 2025 | Jan 27, 2026 | 277 | Firm change | Other |
| TCW INVESTMENT MANAGEMENT COMPANY LLC | AMUNDI ASSET MANAGEMENT US, INC. | Jan 9, 2023 | Aug 28, 2024 | 597 | Firm change after gap | Other |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | TCW INVESTMENT MANAGEMENT COMPANY LLC | Mar 19, 2007 | Mar 14, 2008 | 361 | Firm change | Other |