DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Steven Craig Blokdyk

Crossmark Global Investments, Inc.mixed wealthHuntington Beach, Ca dual registrantIAPD 2299816

Feed of 09/14/2026

Also filed as Steven C Blokdyk

At current firm

1 y

since Feb 19, 2025

In the industry

33 y

since Jan 20, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Crossmark Global Investments, Inc. mixed wealth current
since Feb 19, 2025 · Houston, Tx
Westwood Management Corp other
Feb 15, 2023 to Jul 2, 2024 · Dallas, Tx
Salient Capital Advisors, LLC former
Mar 20, 2014 to Nov 21, 2022 · Houston, Tx
Clearbridge Investments, LLC mixed wealth
Dec 13, 2005 to Jun 16, 2008 · New York, Ny
Citigroup Global Markets Inc. BD affiliated
Jun 29, 2005 to Dec 16, 2005 · Stamford, Ct

Moves

a registration end followed by a registration begin elsewhere

Westwood Management Corp to Crossmark Global Investments, Inc.
left Jul 2, 2024, registered Feb 19, 2025 (232 days) · Other
Salient Capital Advisors, LLC to Westwood Management Corp
left Nov 21, 2022, registered Feb 15, 2023 (86 days) · Other · moved with a team
Clearbridge Investments, LLC to Salient Capital Advisors, LLC
left Jun 16, 2008, registered Mar 20, 2014 (2103 days) · Other
Citigroup Global Markets Inc. to Clearbridge Investments, LLC
left Dec 16, 2005, registered Dec 13, 2005 (-3 days) · corporate re-registration, not a move

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address