Geo T. Kuzhippil
Professional summary
Geo Thomas Kuzhippil, who also goes by Geo Kuzhippil, is a registered financial professional currently at CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.
Geo is registered as a RR (Registered Representative) and started their career in finance in 2023. Geo has worked at 3 firms and has passed the Series 99TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Geo Thomas Kuzhippil's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 14, 2024 - Present
CROSSMARK DISTRIBUTORS, INC.
Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079August 24, 2023 - April 16, 2024
KESTRA INVESTMENT SERVICES, LLC
April 11, 2023 - July 6, 2023
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 8/24/2023
Operations Professional ExaminationSeries 7TO
Date: 4/11/2023
General Securities Representative ExaminationFINRA
Current Firm
CROSSMARK DISTRIBUTORS, INC.
CRD#: 14970 / SEC#: , 8-30994
Contact information
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 | 2 |
Red Flags
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