CROSS FINANCIAL SERVICES
CRD #166248 SEC #801-77412 FRANKLIN, IN 317-560-4045
SEC Registered
Total AUM
$46M
Discretionary
$4K
Employees
2
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 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 |
|---|---|---|---|---|
| JOYCE, JEFFERY, DAVID | I | CCO | E | Control |
| JOYCE, JEFFERY, DAVID | I | PRESIDENT, CCO, OWNER, SINGLE MEMBER OF LLC, MANAGING MEMBER OF LLC | E | Control |
| JOYCE, JEFFERY, DAVID | I | PRESIDENT, CCO, OWNER, SINGLE MEMBER OF LLC, MANAGING MEMBER OF LLC | E | Control |
Registrations
Federal
IA
Apr 1, 2013 REGISTERED
Notice Filings (1)
IN
Address
460 N. MORTON ST.SUITE C
FRANKLIN, IN 46131
United States
Phone: 317-560-4045