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RC

Ryan E. Caylor

CROSSMARK DISTRIBUTORS
Houston, TX 77079
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CRD#: 5871701
RC

Professional summary


Ryan Edward Caylor is a registered financial professional currently at CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2013. Ryan has worked at 2 firms and has passed the Series 63, SIE, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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


Click below to view Ryan Edward Caylor's CRS (Customer Relationship Summary).

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

August 12, 2016 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079Office #2: 15375 Memorial Drive Suite 200, Houston, TX 77079
BD
CRD#: 14970
Houston, TX
Past

June 5, 2013 - June 1, 2016

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC

BD
CRD#: 129772
HOUSTON, TX

State Registrations and Notice Filings


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

RR
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

RR
Texas
(8/12/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


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

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

BD
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CROSSMARK GLOBAL HOLDINGS, INC.PARENT COMPANY
COPPEDGE, JIM ANTHONYGENERAL COUNSEL / CHIEF COMPLIANCE OFFICER / PRINCIPAL3275004
LINDSEY, HEATHER TREIGLEPRESIDENT / CHIEF EXECUTIVE OFFICER / DIRECTOR2646043
MIMS, PATRICIAFINOP6954516
WYNANT, SCOTT HOWARDEXECUTIVE VICE PRESIDENT / PRINCIPAL1037373

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


CROSSMARK DISTRIBUTORS, INC.

CRD#: 14970Houston, TX 77079

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