DM
Devin Morrison
CROSSMARK DISTRIBUTORS
HOUSTON, TX 77024
CRD#: 8069410
Some features on this profile are disabled
DM
Devin MorrisonCROSSMARK DISTRIBUTORS
Professional summary
Devin Morrison is a registered financial professional currently at CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.
Devin is registered as a RR (Registered Representative) and started their career in finance in 2025. Devin has worked at 1 firm and has passed the Series 6TO and SIE exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Devin Morrison'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®
NoneExperience
Current
April 25, 2025 - Present
CROSSMARK DISTRIBUTORS, INC.
Office #1: 9753 Katy Freeway Suite 200, Houston, TX 77024BD
CRD#: 14970
HOUSTON, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 6TO
Date: 4/25/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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)
Loading...
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 | 2 |
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.
