CROSS BORDER PLANNING PARTNERS, LLC
CRD #153293 SEC #801-71407 PHOENIX, AZ 602-955-5007
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
11
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2013
- 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 |
|---|---|---|---|---|
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| ALTRO, MATTHEW, CHAD | I | PRESIDENT | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, DALE, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| ALTRO AND ASSOCIATES, LLP | FE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
| KEATS, CONNELLY AND ASSOCIATES, LLC | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| WALTERS, DALE, ALLEN | I | KEATS CONNELLY AND ASSOCIATES, INC. | F | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| ALTRO, DAVID, AARON | I | ALTRO ASSOCIATES, LLP | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS CONNELLY AND ASSOCIATES INC. | DE | KEATS CONNELLY AND ASSOCIATES, LLC | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
| KEATS, ROBERT, FRANCIS | I | KEATS CONNELLY AND ASSOCIATES, INC. | E | Control |
Registrations
Federal
IA
Mar 27, 2013 REGISTERED
Notice Filings (2)
AZ FL
Address
3336 NORTH 32ND STREETSUITE 100
PHOENIX, AZ 85018-6241
United States
Phone: 602-955-5007