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.

Current firm

CROSSMARK GLOBAL INVESTMENTS, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Feb 12, 2016

First registration

Feb 16, 2016

Dual registered

yes, broker-dealer

IAPD individual key

6535929

• Occurred

  Oct 5, 2023
  Advisor changed firm

  Jared Robert Cullivan left Columbia Management Investment Advisers, Llc for Crossmark Global Investments, Inc. (registered 2023-10-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:10ce9115-4498-2e5c-3321-fff8a8776342

First observed

Feb 16, 2016

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.