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MM

Mary L. Meadows

CROSSMARK GLOBAL INVESTMENTS
Houston, TX 77079
Some features on this profile are disabled
CRD#: 7055511
MM

Professional summary

Mary Lynn Meadows is a registered financial advisor currently at CROSSMARK GLOBAL INVESTMENTS, INC. located in Houston, Texas and CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.

Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Mary has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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 Hidden Gem, LLC. Type of business: Jewelry Sales Midland, TX Start date: 11/17/2014 Co Owner Hours per week: 0 Hours during trading: 0 Silent partner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Lynn Meadows's CRS (Customer Relationship Summary).
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

June 4, 2021 - Present

CROSSMARK GLOBAL INVESTMENTS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079
RIA
CRD#: 113360
Houston, TX
Current

June 4, 2021 - Present

CROSSMARK DISTRIBUTORS, INC.

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

March 5, 2019 - September 14, 2019

EDWARD JONES

RIA
CRD#: 250
DES MOINES, IA
Past

February 11, 2019 - September 14, 2019

EDWARD JONES

BD
CRD#: 250
DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CG
CROSSMARK GLOBAL INVESTMENTS, INC.
CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA
Registered Investment Advisory firm - (7/26/1982 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Arizona
(7/2/2025)
RR
Colorado
(7/2/2025)
RR
New Mexico
(7/2/2025)
RR
Oklahoma
(9/28/2021)
IAR
Texas
(6/4/2021)
RR
Texas
(9/28/2021)
RR
Utah
(7/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/4/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/11/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/17/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CG
CROSSMARK GLOBAL INVESTMENTS, INC.
CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA
Registered Investment Advisory firm - (7/26/1982 Approved)
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Contact information

Main Address
15375 Memorial Drive Suite 200, Houston, TX 77079
Mailing Address
Phone number
(713) 260-9000
Established
Firm type
Fiscal year end
# of Employees
51

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CROSSMARK GLOBAL INVESTMENTS FORM ADV PARTS 2A AND 2B REV JUNE 30 2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts5,314
AUM (Assets Under Management)$ 7,093,712,521

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 GLOBAL INVESTMENTS, INC.

CRD#: 113360Houston, TX 77079

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