Gregory T. Brunk

CROSSMARK DISTRIBUTORS

Houston, TX 77079

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CRD#: 2174188

Professional summary

Gregory Todd Brunk is a registered financial professional currently at CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1991. Gregory has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 5, 2023 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

CRD#: 14970

Houston, TX

Past

September 29, 2006 - March 7, 2023

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

February 11, 2003 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

March 23, 2000 - October 29, 2001

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

January 1, 1993 - August 25, 1999

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

October 28, 1991 - October 13, 1992

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(7/5/2023)

Texas
(7/5/2023)

Exams

State Security Law Exam

Series 63

Date: 11/8/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/25/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/23/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CROSSMARK DISTRIBUTORS, INC.

CAPSTONE ASSET PLANNING COMPANY | TENNECO ASSET PLANNING COMPANY | CROSSMARK DISTRIBUTORS, INC.

CRD#: 14970 / SEC#: , 8-30994

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Mailing Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Phone number

(713) 260-9000

Established

Delaware since 11/09/1983

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CROSSMARK GLOBAL HOLDINGS, INC.	PARENT COMPANY
COPPEDGE, JIM ANTHONY	GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER / PRINCIPAL	3275004
LINDSEY, HEATHER TREIGLE	PRESIDENT / CHIEF EXECUTIVE OFFICER / DIRECTOR	2646043
MIMS, PATRICIA	FINOP	6954516
WYNANT, SCOTT HOWARD	EXECUTIVE VICE PRESIDENT / PRINCIPAL	1037373

Disclosures

Regulatory Event

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gregory T. Brunk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Todd Brunk's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKROCK INVESTMENTS, LLC

FAM DISTRIBUTORS, INC.

NUVEEN SECURITIES, LLC

INVESCO CAPITAL MARKETS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/8/1991

SIE

Date: 10/1/2018

Series 7

Date: 10/25/1991

Series 24

Date: 12/23/2013

FINRA

Current Firm

CROSSMARK DISTRIBUTORS, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CROSSMARK DISTRIBUTORS, INC.

TRUST BUT VERIFY

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