CROSS FINANCIAL SERVICES CORPORATION
CRD #114152 SEC #801-67917 SAN ANTONIO, TX 210-821-6499
SEC Registered
Total AUM
$56.5M
Discretionary
$52.1M
Employees
1
Clients
1
Accounts
115
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| BELL, MATTHEW, MOODY | I | PRINCIPAL | NA | |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| MARTINEZ, LISALAMAR, ZUNIGA | I | VICE PRESIDENT/CFO | NA | Control |
| WARE, DAVID, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | |
| WARE, DAVID, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANCIS, KIRK, WARREN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2012 REGISTERED
Notice Filings (1)
TX
Address
14607 SAN PEDROSUITE 190
SAN ANTONIO, TX 78232
United States
Phone: 210-821-6499