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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 | Aug 21, 2023 | n/a | yes | HOUSTON, TX | Current employment |
| HIGHTOWER PRIVATE CLIENT | Former SEC adviser | Aug 11, 2017 | Jul 26, 2018 | no | HOUSTON, TX | Previous registration |
| SALIENT CAPITAL ADVISORS, LLC | Former SEC adviser | Jul 18, 2011 | Nov 18, 2022 | no | HOUSTON, TX | Previous registration |
| INTEGRITY CAPITAL, LLC | Former SEC adviser | Jul 18, 2011 | Oct 27, 2015 | no | HOUSTON, TX | Previous registration |
| CYPRESS CREEK PARTNERS | Asset manager | Jul 18, 2011 | Mar 1, 2021 | no | AUSTIN, TX | Previous registration |
| SALIENT ADVISORS, L.P. | Asset manager | Jul 18, 2011 | Nov 18, 2022 | no | DALLAS, TX | Previous registration |
| POOL CAPITAL PARTNERS | n/a | Jan 13, 2006 | Feb 28, 2011 | no | HOUSTON, TX | Previous registration |
| QUINT CAPITAL, LP | n/a | Apr 11, 2003 | Aug 23, 2004 | no | HOUSTON, TX | Previous registration |
| QUINT CAPITAL, LP | n/a | May 13, 2002 | Dec 31, 2002 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SALIENT CAPITAL ADVISORS, LLC | SALIENT ADVISORS, L.P. | Nov 18, 2022 | Jul 18, 2011 | -4,141 | Firm change after gap | Other |
| SALIENT ADVISORS, L.P. | HIGHTOWER PRIVATE CLIENT | Nov 18, 2022 | Aug 11, 2017 | -1,925 | Firm change after gap | Other |
| CYPRESS CREEK PARTNERS | SALIENT CAPITAL ADVISORS, LLC | Mar 1, 2021 | Jul 18, 2011 | -3,514 | Firm change after gap | Other |
| HIGHTOWER PRIVATE CLIENT | CROSSMARK GLOBAL INVESTMENTS, INC. | Jul 26, 2018 | Aug 21, 2023 | 1,852 | Firm change after gap | RIA to RIA |
| INTEGRITY CAPITAL, LLC | CYPRESS CREEK PARTNERS | Oct 27, 2015 | Jul 18, 2011 | -1,562 | Firm change after gap | Other |
| POOL CAPITAL PARTNERS | INTEGRITY CAPITAL, LLC | Feb 28, 2011 | Jul 18, 2011 | 140 | Firm change | Other |
| QUINT CAPITAL, LP | POOL CAPITAL PARTNERS | Aug 23, 2004 | Jan 13, 2006 | 508 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122833:288687:TX:2022-11-18 | Nov 18, 2022 | Aug 11, 2017 | DALLAS, TX | Firm change after gap |
| 151719:129346:TX:2015-10-27 | Oct 27, 2015 | Jul 18, 2011 | HOUSTON, TX | Firm change after gap |