# CROSSMARK DISTRIBUTORS, INC. X-17A-5 (2026-05-11) — Broker-dealer annual report - Company: CROSSMARK DISTRIBUTORS, INC. - Form: X-17A-5 - Filed: 2026-05-11 - Period: 2026-03-31 - Accession: 0000735581-26-000005 - CIK: 735581 - File #: 8-30994 - Type: Broker-dealer - Material weakness: No - Auditor: Phillip V. George, PLLC - Auditor location: Celeste, TX - Contact: Patricia Mims - Phone: 713-703-2006 - Email: pmims@crossmarkglobal.com - Website: crossmarkglobal.com - Signed by: Heather Lindsey (President) Original filing: https://www.sec.gov/Archives/edgar/data/735581/000073558126000005/FYE2026FinStmt.pdf --- {0}------------------------------------------------ UNITED STATES SECURITIES ANO EXCHANGE COMMISSION Washington, D.C. 20549 0P 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 ### **ANNUAL REPORTS FORM X-17A-5 PART** Ill SEC FILE NUMBER 8-30994 | | FACING PAGE
Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | |-------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|-----------------------------------------|-----------------|--| | FILING FOR THE PERIOD BEGINNING 04/01/ | 2025 | ANO ENDING 03/31/ | 2026 | | | MM/DD/YY
MM/DD/YY | | | | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: Crossmark Distributors, | nc.
I | | | | | TYPE OF REGISTRANT (check all applicable boxes):
[
[E Broker-dealer
D Check here if respondent is also an OTC derivatives dealer | Security-based swap dealer | D Major security-based swap participant | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P .0. box no.) | | | | | 5375 Memorial Dr
1 | ive, Suite 200 | | | | | | (No. and Street) | | | | | Houston | TX | | 77079 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Patricia Mims | 713-703-2006 | pmims@crossmarkglobal.com | | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing | | | | | Phillip V. George, PLLC | | | | | | | (Name -if individual, state
last, first, and middle name) | | | | | 5179 CR
026
1 | Celeste | TX | 77423 | | | (Address) | (City) | (State) | (Zip Code) | | | 02/24/2009 | | 3366 | | | | (PCAOB Registration Number, if applicable
(Date of Registration with PCA0B)(if applicable) | | | | | | | FOR OFFICIAL USE ONLY | | | | | | Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public | | | | accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(i), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid 0MB control number. {1}------------------------------------------------ #### OATH OR AFFIRMATION | f Heat
er Lindsey | | swear (or affirm) that, to the best of my knowledge and belief, the | |--------------------------------------------------------------------|------|---------------------------------------------------------------------| | financial report pertaining to the firm of Crossmark Distributors, | Inc. | as of | May6 29e°,is true and correct. I further swear (or affirm) that neither the company nor any partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely as that of a customer. ## This filing contains (check all applicable boxes]: - E (a) Statement of financial condition. - [ (b)Notes to consolidated statement of financial condition. - [ (c) Statement of income (loss) or, if there is other comprehensive income in the period(s) presented, a statement of comprehensive income (as defined in \$ 210.1-02 of Regulation S-X). - (d) Statement of cash flows. - (e) Statement of changes in stockholders' or partners' or sole proprietor's equity. - D (f} Statement of changes in liabilities subordinated to claims of creditors. - (g)Notes to consolidated financial statements. - (h) Computation of net capital under 17 CFR 240.1503-1 0r 17 CFR 240.18a-1, as applicable. [ (i) Computation of tangible net worth under 17 CFR 240.18a-2. - - D (j) Computation for determination of customer reserve requirements pursuant to Exhibit A to 17 CFR 240.1503-3. - [ (k) Computation for determination of security-based swap reserve requirements pursuant to Exhibit B to 17 CFR 240.1503-3 or Exhibit A to 17 CFR 240.18a-4, as applicable. [ (I) Computation for Determination of PAB Requirements under Exhibit A to \$ 240.1503-3 - - [ (m) Information relating to possession or control requirements for customers under 17 CFR 240.1503-3. - [ (n) Information relating to possession or control requirements for security-based swap customers under 17 CFR 240.15c3-3(p)(2) 0r 17 CFR 240.18a-4, as applicable. - (o) Reconciliations, including appropriate explanations, of the FOCUS Report with computation of net capital or tangible net worth under 17 CFR 240.1503-1, 17 CFR 240.18a-1, Or 17 CFR 240.18a-2, as applicable, and the reserve requirements under 17 CFR 240.15c3-3 0I 17 CFR 240.18a-4, as applicable, if material differences exist, or a statement that no material differences exist. [ (p) Summary of financial data for subsidiaries not consolidated in the statement of financial condition. - - (q) oath or affirmation in accordance with 17 CFR 240.17a-5, 17 CFR 240.17a-12, 0r 17 CFR 240.18a-7, as applicable. - E (r)Compliance report in accordance with 17 CFR 240.17a-5 Or 17 CFR 240.18a-7, as applicable. - El (s) Exemption report in accordance with 17 CFR 240.17a-5 Or 17 CFR 240.18a-7, as applicable. - [ (t)independent public accountant's report based on an examination of the statement of financial condition. - a(u)independent public accountant's report based on an examination of the financial report or financial statements under 17 CFR 240.17a-5, 17 CFR 240.18a-7, 0r 17 CFR 240.17a-12, as applicable. - D {v) Independent public accountant's report based on an examination of certain statements in the compliance report under 17 CFR 240.17a-5 0r 17 CFR 240.18a-7, as applicable. - (w) Independent public accountant's report based on a review of the exemption report under 17 CFR 240.17a-5 or 17 CFR 240.18a-7, as applicable. - D (x) Supplemental reports on applying agreed-upon procedures, in accordance with 17 CFR 240.15c3-1e or 17 CFR 240.17a-12, as applicable. - D (y) Report describing any material inadequacies found to exist or found to have existed since the date of the previous audit, or a statement that no material inadequacies exist, under 17 CFR 240.17a-12(k). D(z)other: \_ - - *ro request confidential treatment of certain portions of this filing, see 17 CFR 240.17a-5(e)(3) or 17 CFR 240.18a-7(d)(2), as applicable.* {2}------------------------------------------------ ![](_page_2_Picture_0.jpeg) ## FINANCIAL REPORT # FISCAL YEAR ENDED MARCH 31, 2026 {3}------------------------------------------------ #### **CONTENTS** | | Page | |-------------------------------------------------------------|------| | Report of Independent Registered Public Accounting Firm | 1 | | Statement of Financial Condition | 2 | | Statement of Operations | 3 | | Statement of Changes in Stockholder's Equity | 4 | | Statement of Cash Flows | 5 | | Notes to Financial Statements | 6 | | Schedule I: Supplemental Information Pursuant to Rule 17a-5 | 10 | | Report of Independent Registered Public Accounting Firm | 11 | | Exemption Report | 12 | {4}------------------------------------------------ #### REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Board of Directors Crossmark Distributors, Inc. #### Opinion on the Financial Statements We have audited the accompanying statement of financial condition of Crossmark Distributors, Inc. as of March 31, 2026, the related statements of operations, changes in stockholder's equity, and cash flows for the year then ended, and the related notes (collectively referred to as the financial statements"). In our opinion, the financial statements present fairly, in all material respects, the financial position ofCrossmark Distributors, Inc. as of March 31, 2026, and the results of its operations and its cash flows for the year then in conformity with accounting principles generally accepted in the United States of America. ### Basis for Opinion These financial statements are the responsibility of Crossmark Distributors, Inc.'s management. Our responsibility is to express an opinion on Crossmark Distributors, Inc.'s financial statements based on our audit. We are a public accounting finn registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent with respect to Crossmark Distributors, Inc. in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB. We conducted our audit in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement, whether due to error or fraud. Our audit included performing procedures to assess the risks of material misstatement of the financial statements, whether due to error or fraud, and perfonning procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. Our audit also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that our audit provides a reasonable basis for our opinion. ## Auditor's Report on Supplemental Information The supplemental information contained in Schedule I has been subjected to audit procedures perfonned in conjunction with the audit of Crossmark Distributors, Inc.'s financial statements. The supplemental information is the responsibility of Crossmark Distributors, Inc.'s management. Our audit procedures included determining whether the supplemental information reconciles to the financial statements or the underlying accounting and other records, as applicable, and performing procedures to test the completeness and accuracy of the information presented in the supplemental information. In forming our opinion on the supplemental information, we evaluated whether the supplemental information, including its form and content, is presented in conformity with I7C.FE.R. \$240. l 7a-5. In our opinion, the supplemental information contained in Schedule I is fairly stated, in all material respects, in relation to the financial statements as a whole. PHILLIP V. GEORGE, PLLC We have served as Crossmark Distributors, lnc.'s auditor since 2018. Celeste, Texas May 6, 2026 ![](_page_4_Picture_14.jpeg) {5}------------------------------------------------ ## **CROSSMARK DISTRIBUTORS, INC. STATEMENT OF FINANCIAL CONDITION MARCH 31, 2026** | ASSETS | | |-------------------------------------------------------------------------------|---------------| | Cash | \$
143,499 | | Accounts receivable | 6,840 | | Federal income tax receivable - Parent | 23,853 | | Prepaid expenses | 62,388 | | TOTAL ASSETS | \$
236,580 | | | | | LIABILITIES AND STOCKHOLDER'S EQUITY | | | Accounts payable | \$
266 | | TOTAL LIABILITIES | 266 | | STOCKHOLDER'S EQUITY
Common stock, \$5 par value; 5,000 shares authorized, | | | issued and outstanding | 25,000 | | Additional paid-in capital | 760,000 | | Accumulated deficit | (548,686) | | TOTAL STOCKHOLDER'S EQUITY | 236,314 | | | | | TOTAL LIABILITIES AND STOCKHOLDER'S EQUITY | \$
236,580 | {6}------------------------------------------------ ## **CROSSMARK DISTRIBUTORS, INC. STATEMENT OF OPERATIONS For the Year Ended MARCH 31, 2026** | REVENUES | | | |----------------|---------------------------------------------|----------------| | | Service and distribution fees | \$
96,968 | | | Sales loads | 601 | | TOTAL REVENUES | | \$
97,569 | | | | | | EXPENSES | | | | | Regulatory fees | 72,631 | | | Professional fees | 44,400 | | | Employee Training | 5,325 | | | Office and administrative services - Parent | 88,800 | | TOTAL EXPENSES | | 211,156 | | | | | | | Net loss before provision for income taxes | (113,587) | | | Federal income tax benefit - current | 23,853 | | NET LOSS | | \$
(89,734) | {7}------------------------------------------------ ## **CROSSMARK DISTRIBUTORS, INC. STATEMENT OF CHANGES IN STOCKHOLDER'S EQUITY MARCH 31, 2026** | | Additional
Common
Paid -in
Capital
Stock | | Accumulated
Deficit | | Total | | | |----------------------------------------|------------------------------------------------------|--------|------------------------|----|-----------|----|----------| | Balance at April 1, 2025 | \$ | 25,000 | \$
760,000 | \$ | (458,952) | \$ | 326,048 | | Net loss | | | | | (89,734) | | (89,734) | | Additional paid in capital contributed | | | | | | | | | Balance at March 31, 2026 | \$ | 25,000 | \$
760,000 | \$ | (548,686) | \$ | 236,314 | {8}------------------------------------------------ ### **CROSSMARK DISTRIBUTORS, INC. STATEMENT OF CASH FLOWS MARCH 31, 2026** | CASH FLOWS FROM OPERATING ACTIVITIES | | |----------------------------------------------------------------------------|----------------| | Net loss | \$
(89,734) | | Adjustments to reconcile net loss to net cash used in operating activities | | | Changes in operating assets and liabilities | | | Decrease in accounts receivable | 5,563 | | Decrease in federal income tax receivable - Parent | 20,041 | | Increase in prepaid expenses | (20,863) | | Increase in accounts payable | 42 | | NET CASH USED IN OPERATING ACTIVITIES | (84,951) | | CASH FLOW FROM FINANCING ACTIVITIES | | | Additional paid-in capital contributed | | | NET DECREASE IN CASH | (84,951) | | CASH - beginning of year | 228,450 | | CASH - end of year | \$
143,499 | | | | | SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION: | | | Cash paid during the year for: | | | Interest | \$ | | Income Taxes | \$ | | | | {9}------------------------------------------------ ## NOTE A- NATURE OF OPERATIONS Crossmark Distributors, Inc., (the Company) was incorporated in the state of Delaware in 1983, and is a wholly-owned subsidiary of Crossmark Global Holdings, Inc., (Parent) a Delaware Corporation. The Company is registered as a broker-dealer with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). The Company is currently exempt from Securities Investor Protection Corporation (SIPC) membership. The Company operates under the exemptive provisions of SEC Rule 15c3-3(k)( 1) of the Securities Exchange Act of 1934, and accordingly, is exempt from the remaining provisions of that Rule. The Company's operations consist primarily of acting as the sole distributor for the series portfolios of Steward Funds, Inc. (SFI), a related party registered as an open-end management investment company with assets under management of approximately \$2.12 billion as of March 31, 2026. The Company also has selling agreements to provide service and distribution services to certain other unaffiliated registered investment companies. ## NOTE B - SIGNIFICANT ACCOUNTING POLICIES Use of Estimates: The preparation of financial statements in conformity with U.S. generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Segment Reporting: The Company is engaged in a single line of business as a securities brokerdealer, which is comprised of providing service and distribution services. The Company has identified its President as the chief operating decision maker ("CODM"), who uses net income to evaluate the results of the business, predominantly in the forecasting process, to manage the Company. Additionally, the CODM uses excess net capital, which is not a measure of profit and loss, to make operational decisions while maintaining capital adequacy, such as whether to reinvest profits or pay dividends. The Company's operations constitute a single operating segment and therefore, a single reportable segment, because the CODM manages the business activities using information of the Company as a whole. The accounting policies used to measure the profit and loss of the segment are the same as those described in the summary of significant accounting policies. Segment financial information is identical to that presented in the accompanying financial statements. {10}------------------------------------------------ ## NOTE B - SIGNIFICANT ACCOUNTING POLICIES (Continued) #### Revenue Recognition: #### *Significant Judgements* Revenue from contracts includes fees for providing marketing, wholesaling, and other distribution services. The recognition and measurement of revenue is based on the assessment of individual contract terms. Significant judgment is required to determine whether performance obligations are satisfied at a point in time or over time; how to allocate transaction prices where multiple performance obligations are identified; when to recognize revenue based on the appropriate measure of the Company's progress under the contract; whether revenue should be presented gross or net of certain costs; and whether constraints on variable consideration should be applied due to uncertain future events. #### *Service and Distribution Fees and Sales Loads* The Company has entered into a General Distribution Agreement with SFI, and SFI has adopted a Service and Distribution Plan ("the Service and Distribution Plan") pursuant to Rule 12b-1 under the Investment Company Act of 1940. The Company has also entered into distribution agreements with other unaffiliated registered investment companies to distribute fund shares to investors. The Company earns distribution fees, service fees, sales loads, and other distribution-related compensation. Initial sales loads and other transaction-based amounts are generally recognized at the point in time the related fund shares are sold and the investor's account is established. Ongoing distribution and service fees, including 12b-1 fees, are generally recognized over time as the related services are provided and are based on the fair value of customer net assets. These amounts are variable consideration and are recognized when it is probable that a significant reversal will not occur. Because such amounts are affected by future net asset values, investor activity, and redemption timing, the Company generally recognizes these amounts when the related values and investor activity are known, typically on a monthly basis. Distribution and service fees recognized in the current period may relate to services performed in the current period on shares issued in prior periods. The Company may also receive contingent deferred sales charges when an investor redeems shares, as well as revenue related to direct investor accounts without an associated dealer of record or where a dealer does not accept the full payment otherwise available. {11}------------------------------------------------ #### Current Expected Credit Losses The Company accounts for estimated credit losses on financial assets measured at an amortized cost basis and certain off-balance sheet credit exposures in accordance with FASB ASC 326-20, Financial Instruments - Credit Losses. FASB ASC 326-20 requires the Company to estimate expected credit losses over the life of its financial assets and certain off-balance sheet exposures as of the reporting date based on relevant information about past events, current conditions, and reasonable and supportable forecasts. The Company records the estimate of expected credit losses as an allowance for credit losses. For financial assets measured at an amortized cost basis the allowance for credit losses is reported as a valuation account on the balance sheet that adjusts the asset's amortized cost basis. Changes in the allowance for credit losses are reported in Credit Loss expense. There were no credit losses during the year. Income Taxes: The Company is included in the consolidated federal income tax return of its Parent. Federal income taxes are recorded using the separate company method to comply with financial reporting rules. Any resulting provision or benefit for income taxes realized by the Company is recorded as receivable from or payable to the Parent. The Company is also subject to state income and franchise taxes. ## NOTE C-RELATED PARTY TRANSACTIONS/ECONOMIC DEPENDENCY/ CONCENTRATIONS The Company, and SFI are under the control of Parent and the Company is economically dependent on Parent. The existence of that control and dependency creates operating results and financial condition significantly different than if the companies were autonomous. Under the Service and Distribution Plan with SFI, the Company earned \$54,089 or approximately 55% of the total revenue for the year ended March 31, 2026, of which \$3,940 is receivable at March 31, 2026. The Company has recorded a federal income tax receivable from its Parent and a federal income tax benefit of \$23,853 related to the Company's current year tax loss. The Parent and the Company entered into an office and administrative services agreement (Agreement) for an initial term of one year through April 1, 2018. The Agreement automatically renews for successive one-year terms, unless written notice is given by either party not less than thirty days prior to the expiration of any subsequent term. The Parent provides the Company with certain office facilities and services under this Agreement. The Parent allocates a pro-rata portion of such expenses incurred by the Parent on account of the Company. In making such allocation the Parent equates the proportional cost of the facility and services with the proportional use or benefit derived by the Company. The expense allocation may change with the respective use and {12}------------------------------------------------ benefit of the facility or services. Office and administrative fees incurred and paid under this agreement totaled \$88,800 for the year ended March 31, 2026. The Parent and the Company renewed the Agreement effective April 1, 2026 with an annual fee of \$109,200 for the year ending March 31, 2027. ## NOTED - NET CAPITAL REQUIREMENTS The Company is subject to the SEC Uniform Net Capital Rule (Rule 15c3-1) which requires the maintenance of minimum net capital and requires that the ratio of aggregate indebtedness to net capital, both as defined, shall not exceed 15 to 1. Rule 15c3-1 also provides that equity capital may not be withdrawn or cash dividends paid if the resulting net capital ratio would exceed 10 to 1. At March 31, 2026, the Company had a net capital of \$143,233, which was \$118,233 in excess of its required net capital of \$25,000. The Company's ratio of aggregate indebtedness to net capital was .00 to 1. ## NOTE E- CONCENTRATION OF CREDIT RISK At various times during the year the Company maintains cash balances at one national bank in excess of federally insured amounts. Cash balances fluctuate on a daily basis. At March 31, 2026, there was not an uninsured balance. ## NOTE F - CONTINGENCIES There are currently no asserted claims or legal proceedings against the Company, however, the nature of the Company's business subjects it to various claims, regulatory examinations, and other proceedings in the ordinary course of business. The ultimate outcome of any such action against the Company could have an adverse impact on the financial condition, results of operations, or cash flows of the Company. ## NOTE G-SUBSEQUENT EVENTS Management has performed an evaluation of events that have occurred subsequent to March 31, 2026, and through May 6, 2026, the date financial statements were available to be issued. There were no transactions that occurred during this period that materially impacted the amounts or disclosures in the Company's financial statements. {13}------------------------------------------------ ## **CROSSMARK DISTRIBUTORS, INC. SCHEDULE I - Supplemental Information Pursuant to Rule 17a-5 MARCH 31, 2026** | NET CAPITAL | | |-----------------------------------------------------------------------------------------------------------------------------------------------|---------------| | Total stockholder's equity | \$
236,314 | | Deductions for non-allowable assets: | | | Accounts receivable | (6,840) | | Federal income tax receivable - Parent | (23,853) | | Prepaid expenses | (62,388) | | NET CAPITAL | \$
143,233 | | TOTAL AGGREGATE INDEBTEDNESS
Accounts payable | \$
266 | | COMPUTATION OF BASIC NET CAPITAL REQUIREMENTS
Minimum net capital required (greater of \$25,000 or 6 2/3% of
aggregate
indebtedness) | \$
25,000 | | Net capital in excess of requirement minimum | \$
118,233 | | Ratio of aggregate indebtedness to net capital | 0.00 to 1 | **Note:** There are no material differences between the preceding computation and the Company's corresponding unaudited Part II for Form X-17A-5 as of March 31, 2025 #### **STATEMENT REGARDING CHANGES IN LIABILITIES SUBORDINATED TO CLAIMS OF GENERAL CREDITORS** No statement is required as no subordinated liabilities existed at any time during the year. #### **STATEMENT REGARDING THE RESERVE REQUIREMENTS AND POSSESSION OR CONTROL REQUIREMENTS** The Company operates pursuant to section (k)(1) exemptive provisions of Rule 15c3-3 of the Securities Exchange Act of 1934. Under these exemptive provisions, the Computation for Determination of Reserve Requirements and Information Relating to the Possession and Control Requirements are not required. #### **See accompanying notes to financial statements and report of independent registered public accounting firm.** {14}------------------------------------------------ ## PHILLIP V. GEORGE, PLLC CERTIFIED PUBLIC ACCOUNTANT #### **REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM** Board of Directors Crossmark Distributors, Inc. We have reviewed management's statements, included in the accompanying Exemption Report, in which (1) Crossmark Distributors, Inc. identified the following provision of 17 C.F.R. § 15c3-3(k) under which Crossmark Distributors, Inc. claimed the following exemption from I7 CE.R. \$240.15c3-3:(k)1) (exemption provision) and (2) Crossmark Distributors, Inc. stated that Crossmark Distributors, Inc. met the identified exemption provision throughout the most recent fiscal year without exception. Crossmark Distributors, lnc.'s management is responsible for compliance with the exemption provision and its statements. Our review was conducted in accordance with the standards of the Public Company Accounting Oversight Board (United States) and, accordingly, included inquiries and other required procedures to obtain evidence about Crossmark Distributors, Inc.'s compliance with the exemption provision. A review is substantially less in scope than an examination, the objective of which is the expression ofan opinion on management's statements. Accordingly, we do not express such an opinion. Based on our review, we are not aware of any material modifications that should be made to management's statements referred to above for them to be fairly stated, in all material respects, based on the provision set forth in paragraph (k)( I) of Rule 15c3-3 under the Securities Exchange Act of 1934. PHILLIP V. GEORGE, PLLC Celeste, Texas May 6, 2026 ![](_page_14_Picture_9.jpeg) {15}------------------------------------------------ ### Crossmark Distributors, Inc. #### Exemption Report Crossmark Distributors, Inc. (the "Company") is a registered broker-dealer subject to Rule l 7a-5 promulgated by the Securities and Exchange Commission (I 7CE.R. \$240.1 ?a-5, "Reports to be made by certain brokers and dealers"). This Exemption Report was prepared as required by I7CF.R. \$ 240.1 7a-5(d)(I) and (4). To the best of its knowledge and belief, the Company states the following: (I) The Company claimed an exemption from I7CF.R. \$ 240. J 5c3-3 under the following provisions of 17 CF.R. \$ 240.15c3-3 *(k):(I)* (2) The Company met the identified exemption provisions in I7CF.R. \$ 240.15c3-3(k) throughout the most recent fiscal year without exception. Crossmark Distributors, Inc. I, Heather Lindsey, swear (or affirm) that, to my best knowledge and belief, this Exemption Report is true and correct. By: May 6, 2026 Source: SEC EDGAR via Adviser Search (https://search.stillhousedata.com). Agents: see https://search.stillhousedata.com/llms.txt.