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GK

Geo T. Kuzhippil

CROSSMARK GLOBAL INVESTMENTS
HOUSTON, TX 77024
Some features on this profile are disabled
CRD#: 7661449
GK
Geo Thomas KuzhippilCROSSMARK GLOBAL INVESTMENTS

Professional summary

Geo Thomas Kuzhippil, who also goes by Geo Kuzhippil, is a registered financial advisor currently at CROSSMARK GLOBAL INVESTMENTS, INC. located in Houston, Texas and CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.

Geo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Geo has worked at 4 firms and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.

Aliases

Geo Kuzhippil

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) - RIA

Click below to view Geo Thomas Kuzhippil'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

July 20, 2026 - Present

CROSSMARK GLOBAL INVESTMENTS, INC.

Office #1: 9753 Katy Freeway Suite 200, Houston, TX 77024
RIA
CRD#: 113360
HOUSTON, TX
Current

November 14, 2024 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 9753 Katy Freeway Suite 200, Houston, TX 77024
BD
CRD#: 14970
HOUSTON, TX
Past

August 24, 2023 - April 16, 2024

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

April 11, 2023 - July 6, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
HOUSTON, TX

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
Connecticut
(7/20/2026)
RR
Delaware
(7/20/2026)
RR
District of Columbia
(6/10/2026)
RR
Maine
(7/20/2026)
RR
Maryland
(6/10/2026)
RR
Massachusetts
(7/20/2026)
RR
New Hampshire
(7/20/2026)
RR
New Jersey
(7/20/2026)
RR
New York
(7/20/2026)
RR
North Carolina
(7/20/2026)
RR
Pennsylvania
(7/20/2026)
RR
Rhode Island
(7/20/2026)
RR
Texas
(7/20/2026)
IAR
Texas
(7/20/2026)
RR
Vermont
(7/20/2026)
RR
Virginia
(7/20/2026)
RR
West Virginia
(7/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 8/24/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/11/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/18/2022
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)

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 77024

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