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Advisor at CROSSMARK GLOBAL INVESTMENTS, INC.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CROSSMARK GLOBAL INVESTMENTS, INC. | Mixed wealth | Oct 21, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 18, 2021 | Oct 14, 2022 | no | HOUSTON, TX | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Jan 1, 2010 | May 28, 2019 | no | ATLANTA, GA | Previous registration |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | n/a | Jan 1, 2007 | Jan 1, 2010 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | CROSSMARK GLOBAL INVESTMENTS, INC. | Oct 14, 2022 | Oct 21, 2025 | 1,103 | Firm change after gap | Ibd to RIA |
| INVESCO ADVISERS, INC. | VALIC FINANCIAL ADVISORS, INC. | May 28, 2019 | May 18, 2021 | 721 | Firm change after gap | Other |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | INVESCO ADVISERS, INC. | Jan 1, 2010 | Jan 1, 2010 | 0 | Bulk transfer | Other |