• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
LUKE ANTHONY LLOYD
LUCANUS ANTHONY LLOYD
CRD#: 5097839
IA
Investment Adviser
B
Broker
CROSSMARK WEALTH MANAGEMENT, LLCCRD#: 289004 15375 MEMORIAL DRIVE
SUITE 200
HOUSTON, TX 77079
CROSSMARK DISTRIBUTORS, INC.CRD#: 14970 15375 MEMORIAL DRIVE
SUITE 200
HOUSTON, TX 77079
Registration History
200620082010201220142016201820202022202420262 FIRMS2006 - 2006 (<1 year)2 FIRMS2006 - 2009 (2 years)2 FIRMS2009 - 2009 (<1 year)2 FIRMS2009 - Present (15 years)IACROSSMARK WEALTH MANAGEMENT, LLC (CRD# 289004)2018 - Present (6 years)
License(s)

State Registrations

B
Texas 9/4/2009

IA
Texas 9/4/2009

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CROSSMARK WEALTH MANAGEMENT, LLC (CRD#:289004)
15375 MEMORIAL DRIVE SUITE 200, HOUSTON, TX 77079
Registered with this firm since 12/12/2018

IA
CROSSMARK GLOBAL INVESTMENTS, INC. (CRD#:113360)
15375 MEMORIAL DRIVE SUITE 200, HOUSTON, TX 77079
Registered with this firm since 9/4/2009

B
CROSSMARK DISTRIBUTORS, INC. (CRD#:14970)
15375 MEMORIAL DRIVE SUITE 200, HOUSTON, TX 77079
Registered with this firm since 9/4/2009

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/02/2009 - 08/31/2009 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) HOUSTON, TX
B
05/02/2009 - 08/31/2009 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) HOUSTON, TX
IA
11/02/2006 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) HOUSTON, TX
B
11/02/2006 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) HOUSTON, TX
IA
04/13/2006 - 10/16/2006 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) HOUSTON, TX
B
03/03/2006 - 10/16/2006 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) HOUSTON, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.