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CRD 113360
HOUSTON, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT ANDREW KARISCH | n/a | HOUSTON, TX | 24 | 36 | n/a | yes |
| LUKE ANTHONY LLOYD | n/a | HOUSTON, TX | 17 | 20 | 3 | yes |
| SCOTT HOWARD WYNANT | n/a | HOUSTON, TX | 13 | 34 | 2 | yes |
| PATRICK NEIL GARBODEN | n/a | HOUSTON, TX | 13 | 34 | 2 | yes |
| JIM ANTHONY COPPEDGE | n/a | HOUSTON, TX | 8 | 10 | n/a | yes |
| KYU SUK HAN | n/a | HOUSTON, TX | 8 | 27 | 2 | yes |
| COURTNEY NOEL CURTIS | n/a | HOUSTON, TX | 8 | 18 | 2 | yes |
| PATRICIA MIMS | n/a | Richmond, TX | HOUSTON, TX | 7 | 14 | n/a | yes |
| GRANT DILLINGHAM HEEMER | n/a | HOUSTON, TX | 5 | 26 | 1 | yes |
| Mary Lynn Meadows | n/a | HOUSTON, TX | 5 | 14 | 1 | yes |
| HEATHER TREIGLE LINDSEY | n/a | HOUSTON, TX | 4 | 30 | 2 | yes |
| Michelle Cisneros Ruch | n/a | HOUSTON, TX | 3 | 24 | 8 | no |
| Seth Benjamin Gasick | n/a | HOUSTON, TX | Franklin, TN | 3 | 11 | 1 | yes |
| Jared Robert Cullivan | n/a | Boston, MA | HOUSTON, TX | 2 | 11 | 2 | yes |
| Ryan Kent Smith | n/a | HOUSTON, TX | Maple Grove, MN | 2 | 19 | 1 | yes |
| Robert Ghandour | n/a | HOUSTON, TX | 2 | 10 | n/a | yes |
| Audra Seymour Shammai | n/a | HOUSTON, TX | 1 | 10 | n/a | yes |
| ROBERT CHARLES DOLL | Chartered Financial Analyst | HOUSTON, TX | Princeton, NJ | 1 | 13 | n/a | yes |
| STEVEN CRAIG BLOKDYK | n/a | Huntington Beach, CA | HOUSTON, TX | 1 | 33 | 4 | yes |
| Elaine Kay Erdem | n/a | HOUSTON, TX | 0 | 22 | 3 | yes |
| CHRISTOPHER LEWIS CHANDLER | n/a | HOUSTON, TX | Austin, TX | 0 | 33 | 3 | yes |
| Geo Thomas Kuzhippil | n/a | HOUSTON, TX | 0 | 10 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COPPEDGE, JIM, ANTHONY | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARY | Na | yes | 06/2017 | Jun 23, 2026 | Jun 23, 2026 |
| CROSSMARK GLOBAL HOLDINGS, | PARENT COMPANY | E | yes | 06/1987 | Jun 23, 2026 | Jun 23, 2026 |
| DOLL, ROBERT, CHARLES | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | Na | yes | 01/2024 | Jun 23, 2026 | Jun 23, 2026 |
| JACOBY, JAMES, ALLEN | CHIEF OPERATING OFFICER | Na | yes | 07/2022 | Jun 23, 2026 | Jun 23, 2026 |
| LINDSEY, HEATHER, TREIGLE | MANAGING DIRECTOR | Na | yes | 08/2021 | Jun 23, 2026 | Jun 23, 2026 |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | Shareholder | E | yes | 03/2015 | Jun 15, 2020 | Jun 28, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | PARENT COMPANY | E | yes | 06/1987 | Aug 16, 2017 | Jun 28, 2024 |
| FERNANDEZ, VICTORIA, LYNN | CHIEF MARKET STRATEGIST | Na | yes | 08/2014 | May 2, 2017 | Jun 28, 2024 |
| STEWARD FINANCIAL HOLDINGS, INC. | Shareholder | E | yes | 03/2015 | Jun 29, 2012 | Jun 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CROSSMARK WEALTH MANAGEMENT, LLC | n/a | Mixed wealth | $1.2B | N | yes | n/a |
| CROSSMARK DISTRIBUTORS, INC. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Princeton | Nj | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Jun 28, 2024 | $7.0B | $6.7B | 51 | 11 | 1 | n/a | n/a |
| 2023 | Jun 30, 2023 | $5.8B | $5.6B | 45 | 11 | 1 | n/a | n/a |
| 2022 | Jun 28, 2022 | $5.8B | $5.8B | 45 | 11 | 1 | n/a | n/a |
| 2021 | Jun 29, 2021 | $5.5B | $5.5B | 40 | 11 | 1 | n/a | n/a |
| 2020 | Jun 15, 2020 | $4.1B | $4.1B | 48 | 9 | 0 | n/a | n/a |
| 2019 | Jun 14, 2019 | $4.8B | $4.8B | 48 | 8 | 0 | n/a | n/a |
| 2018 | Jun 18, 2018 | $5.1B | $5.1B | 48 | 11 | 0 | n/a | n/a |
| 2017 | Jun 28, 2017 | $5.0B | $5.0B | 26 | 26 | n/a | n/a | n/a |
| 2016 | Jun 30, 2016 | $5.1B | $5.1B | 43 | 18 | n/a | n/a | n/a |
| 2015 | Jun 29, 2015 | $5.0B | $5.0B | 42 | 11 | n/a | n/a | n/a |
| 2014 | Jun 30, 2014 | $4.5B | $4.5B | 39 | 11 | n/a | n/a | n/a |
| 2013 | Jan 2, 2014 | $6.0B | $6.0B | 28 | 11 | n/a | n/a | n/a |
| 2012 | Jan 4, 2013 | $5.5B | $5.5B | 31 | 10 | n/a | n/a | n/a |
| 2011 | Jan 3, 2012 | $3.5B | $3.5B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 2 | 0 | 9.1% | 0 | 1 | 0 | 6 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $9.0B | $5.8B | 54.7% | $5.5B | 17.6% | 54 | 45 | 2 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | 2 | Oct 2, 2020 | Jan 7, 2021 | HOUSTON, TX | Team lift out | Other | 1.2% |