RIA Intelligence

CROSSMARK GLOBAL INVESTMENTS, INC.

CRD #113360 SEC #801-17695 HOUSTON, TX 713-260-9000
SEC Registered
Total AUM
$7.1B
Discretionary
$7B
Employees
51
Clients
--
Accounts
5,314

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
MARCH
Registration Date
--
Latest Filing
Jun 27, 2025
Branch Offices
1
LEI
254900JUAX5L09IEA067

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
COPPEDGE, JIM, ANTHONYICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARYNA Control
DELUCCIA, DAVID, JOHNIMANAGING DIRECTORNA
DOLL, ROBERT, CHARLESICHIEF INVESTMENT OFFICERNA Control
DOLL, ROBERT, CHARLESICHIEF INVESTMENT OFFICERNA Control
DOLL, ROBERT, CHARLESICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICERNA Control
DOLL, ROBERT, CHARLESICHIEF INVESTMENT OFFICERNA Control
DOLL, ROBERT, CHARLESICHIEF INVESTMENT OFFICERNA Control
DOLL, ROBERT, CHARLESICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICERNA Control
DOLL, ROBERT, CHARLESICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICERNA Control
DOLL, ROBERT, CHARLESICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICERNA Control
FERNANDEZ, VICTORIAIDIRECTORNA Control
FERNANDEZ, VICTORIAIDIRECTORNA Control
FERNANDEZ, VICTORIAIMANAGING DIRECTORNA Control
FERNANDEZ, VICTORIAIMANAGING DIRECTORNA Control
FERNANDEZ, VICTORIA, LYNNIMANAGING DIRECTORNA Control
FERNANDEZ, VICTORIA, LYNNIMANAGING DIRECTORNA Control
FERNANDEZ, VICTORIA, LYNNIMANAGING DIRECTORNA Control
FERNANDEZ, VICTORIA, LYNNIMANAGING DIRECTORNA Control
FERNANDEZ, VICTORIA, LYNNIMANAGING DIRECTORNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
FERNANDEZ, VICTORIA, LYNNICHIEF MARKET STRATEGISTNA Control
GARNER, ARIK, CLAYTONIREGIONAL VICE PRESIDENTNA
GIUFFRE, LINDA, GAILIVICE PRESIDENT COMPLIANCENA
GIUFFRE, LINDA, GAILIVICE PRESIDENT COMPLIANCENA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEITREASURERNA
HOMER, CARLA, DIANEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
JACOBSON, ANDREWICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREWICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBSON, ANDREW, JAMESICHIEF OPERATING OFFICERNA Control
JACOBY, JAMES, ALLENICHIEF OPERATING OFFICERNA Control
JACOBY, JAMES, ALLENICHIEF OPERATING OFFICERNA Control
JACOBY, JAMES, ALLENICHIEF OPERATING OFFICERNA Control
JACOBY, JAMES, ALLENICHIEF OPERATING OFFICERNA Control
JACOBY, JAMES, ALLENICHIEF OPERATING OFFICERNA Control
JACOBY, JAMES, ALLENICHIEF OPERATING OFFICERNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEONA Control
JAROSKI, EDWARD, LEONARDISENIOR ADVISOR TO PRESIDENTNA
JAROSKI, EDWARD, LEONARDISENIOR ADVISOR TO PRESIDENTNA Control
JAROSKI, EDWARD, LEONARDIPRESIDENTNA Control
JAROSKI, EDWARD, LEONARDISENIOR ADVISOR TO PRESIDENTNA Control
JAROSKI, EDWARD, LEONARDISENIOR ADVISOR TO PRESIDENTNA
JAROSKI, EDWARD, LEONARDISENIOR ADVISOR TO PRESIDENTNA Control
KARISCH, ROBERT, ANDREWIASSISTANT VICE PRESIDENTNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KENNEDY, JOELICHIEF FINANCIAL OFFICERNA
KERN, MICHAEL, LEOIEXECUTIVE VICE PRESIDENTNA
KERN, MICHAEL, LEOIEXECUTIVE VICE PRESIDENTNA
KERN, MICHAEL, LEOIEXECUTIVE VICE PRESIDENTNA
KERN, MICHAEL, LEOIEXECUTIVE VICE PRESIDENTNA
KERN, MICHAEL, LEOIPRESIDENT/CEONA Control
KERN, MICHAEL, LEOIPRESIDENT/CEONA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEONA
KERN, MICHAEL, LEOIEXECUTIVE VICE PRESIDENTNA
KERN, MICHAEL, LEOIPRESIDENT/CEONA
KERN, MICHAEL, LEOIPRESIDENT/CEONA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEONA
KERN, MICHAEL, LEOIPRESIDENT/CEONA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
KERN, MICHAEL, LEOIPRESIDENT, CHIEF EXECUTIVE OFFICER, AND TREASURERNA Control
LINDSEY, HEATHER, TREIGLEIMANAGING DIRECTORNA Control
LINDSEY, HEATHER, TREIGLEIMANAGING DIRECTORNA Control
LINDSEY, HEATHER, TREIGLEIMANAGING DIRECTORNA Control
LINDSEY, HEATHER, TREIGLEIMANAGING DIRECTORNA Control
LINDSEY, HEATHER, TREIGLEIMANAGING DIRECTORNA Control
LINDSEY, HEATHER, TREIGLEIMANAGING DIRECTORNA Control
LINDSEY, HEATHER, TREIGLEIMANAGING DIRECTORNA Control
MCFADDEN, DONALD, ROBERTISENIOR VICE PRESIDENTNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA Control
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA Control
MCLANEY, KIMBERLY, WALLISICHIEF COMPLIANCE OFFICERNA Control
METZINGER, JOHN, MICHAELISENIOR VICE PRESIDENTNA
NALL, CLAYTON, AARONIREGIONAL VICE PRESIDENTNA
NICKELJAROSKI, LETICIA, GUADALUPEIVICE PRESIDENT SECRETARYNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
NUNN, RICHARD, ANDREWISENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIMANAGING DIRECTORNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA
POTTER, HOWARD, STEVENIMANAGING DIRECTORNA
POTTER, HOWARD, STEVENIMANAGING DIRECTORNA
RENTFROW, DAVID, NEALIMANAGING DIRECTORNA Control
RENTFROW, DAVID, NEALIMANAGING DIRECTORNA Control
RENTFROW, DAVID, NEALIMANAGING DIRECTORNA Control
RENTFROW, DAVID, NEALIMANAGING DIRECTORNA Control
RENTFROW, DAVID, NEALIMANAGING DIRECTORNA Control
RENTFROW, DAVID, NEALIMANAGING DIRECTORNA Control
RENTFROW, DAVID, NEALIMANAGING DIRECTORNA Control
SEVERSON, SHELLEY, ANNEICHIEF OPERATING OFFICERNA
SEVERSON, SHELLEY, ANNEICHIEF OPERATING OFFICERNA
SEVERSON, SHELLEY, ANNEICHIEF OPERATING OFFICERNA
SEVERSON, SHELLEY, ANNEICHIEF OPERATING OFFICERNA
SEVERSON, SHELLEY, ANNEISENIOR VICE PRESIDENTNA
SMITH, ARTHUR, GARFIELDIMANAGING DIRECTORNA Control
SMITH, ARTHUR, GARFIELDIMANAGING DIRECTORNA Control
SMITH, ARTHUR, GARFIELDIMANAGING DIRECTORNA Control
SYLVESTER, CHARLES, HASTINGSIMANAGING DIRECTORNA
SYLVESTER, CHARLES, HASTINGSIMANAGING DIRECTORNA
SYLVESTER, CHARLES, HASTINGSIMANAGING DIRECTORNA
TOWNSEN, PAUL, CHRISTOPHERIASSISTANT VICE PRESIDENTNA
TOWNSEN, PAUL, CHRISTOPHERIMANAGING DIRECTORNA Control
TOWNSEN, PAUL, CHRISTOPHERIMANAGING DIRECTORNA Control
TOWNSEN, PAUL, CHRISTOPHERIMANAGING DIRECTORNA Control
TOWNSEN, PAUL, CHRISTOPHERIMANAGING DIRECTORNA Control
TOWNSEN, PAUL, CHRISTOPHERIMANAGING DIRECTORNA Control
TOWNSEN, PAUL, CHRISTOPHERIMANAGING DIRECTORNA Control
WATSON, DAN, EDWARDICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDICHAIRMAN OF THE BD & CHIEF INVESTMENT OFFICERNA Control
WATSON, DAN, EDWARDICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDIEXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGERNA Control
WATSON, DAN, EDWARDICHAIRMAN OF THE BD & CHIEF INVESTMENT OFFICERNA Control
WATSON, DAN, EDWARDICHAIRMAN OF THE BD & CHIEF INVESTMENT OFFICERNA Control
WATSON, DAN, EDWARDICONSULTANTNA Control
WATSON, DAN, EDWARDICONSULTANTNA Control
WATSON, DAN, EDWARDICONSULTANTNA Control
WOLF, JOHN, RUDOLFISENIOR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA Control
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA Control
WOLF, JOHN, RUDOLFISR VICE PRESIDENT/ DIRECTORNA Control
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA Control
WOLF, JOHN, RUDOLFISR VICE PRESIDENT/ DIRECTORNA Control
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA
WOLF, JOHN, RUDOLFISR VICE PRESIDENTNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WOLF, JOHN, RUDOLFIMANAGING DIRECTORNA Control
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA Control
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA Control
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA Control
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA
WYNANT, SCOTT, HOWARDIEXECUTIVE VICE PRESIDENTNA Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CAPSTONE FINANCIAL SERVICES, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
CROSSMARK GLOBAL HOLDINGS, INC.DEPARENT COMPANYE Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
JAROSKI, EDWARD, LEONARDIPRESIDENT/CEOB Control
WOLF, JOHN, RUDOLFISR VICE PRESIDENTA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALDESTEWARD FINANCIAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECROSSMARK GLOBAL HOLDINGS, INC.E Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
STEWARD FINANCIAL HOLDINGS, INC.DECAPSTONE FINANCIAL SERVICES, INC.D Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
JAROSKI, EDWARD, LEONARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control
WATSON, DAN, EDWARDICAPSTONE FINANCIAL SERVICES, INC.C Control

Registrations

Federal

IA
Jun 27, 2025 REGISTERED

Notice Filings (51)

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Address

15375 MEMORIAL DRIVE
SUITE 200
HOUSTON, TX 77079
United States
Phone: 713-260-9000