DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

STEVEN CRAIG BLOKDYK

Advisor at CROSSMARK GLOBAL INVESTMENTS, INC.

Huntington Beach, CA | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2cb064eb-831a-d450-8d47-76e82674bc1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 29, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 20, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 20, 1993
First registration: Jun 29, 2005
Dual registered: yes, broker-dealer
Other names: STEVEN C BLOKDYK
IAPD individual key: 2299816

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CROSSMARK GLOBAL INVESTMENTS, INC.	Mixed wealth	Feb 19, 2025	n/a	yes	HOUSTON, TX\|Huntington Beach, CA	Current employment
WESTWOOD MANAGEMENT CORP	Other adviser	Feb 15, 2023	Jul 2, 2024	no	DALLAS, TX\|Huntington Beach, CA	Previous registration
SALIENT CAPITAL ADVISORS, LLC	Former SEC adviser	Mar 20, 2014	Nov 21, 2022	no	HOUSTON, TX	Previous registration
CLEARBRIDGE INVESTMENTS, LLC	Mixed wealth	Dec 13, 2005	Jun 16, 2008	no	NEW YORK, NY	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 29, 2005	Dec 16, 2005	no	STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTWOOD MANAGEMENT CORP	CROSSMARK GLOBAL INVESTMENTS, INC.	Jul 2, 2024	Feb 19, 2025	232	Firm change	Other
SALIENT CAPITAL ADVISORS, LLC	WESTWOOD MANAGEMENT CORP	Nov 21, 2022	Feb 15, 2023	86	Firm change	Other
CLEARBRIDGE INVESTMENTS, LLC	SALIENT CAPITAL ADVISORS, LLC	Jun 16, 2008	Mar 20, 2014	2,103	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	CLEARBRIDGE INVESTMENTS, LLC	Dec 16, 2005	Dec 13, 2005	-3	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153914:110269:TX:2022-11-21	Nov 21, 2022	Feb 15, 2023	HOUSTON, TX	Firm change

Relationships

Registered with (5)

→ CROSSMARK GLOBAL INVESTMENTS, INC.Registered adviserregistration: current employment
Feb 19, 2025 to presentfactForm ADV
→ WESTWOOD MANAGEMENT CORPRegistered adviserregistration: previous registration
Feb 15, 2023 to Jul 2, 2024factForm ADV
→ SALIENT CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 20, 2014 to Nov 21, 2022factForm ADV
→ CLEARBRIDGE INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 13, 2005 to Jun 16, 2008factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 29, 2005 to Dec 16, 2005factForm ADV

Dated events

Occurred
Jul 2, 2024
Advisor changed firm
Steven Craig Blokdyk left Westwood Management Corp for Crossmark Global Investments, Inc. (registered 2025-02-19)
Form ADVobserved 4 days ago
Occurred
Nov 21, 2022
Advisor changed firm
Steven Craig Blokdyk left Salient Capital Advisors, Llc for Westwood Management Corp (registered 2023-02-15)
Form ADVobserved 4 days ago