Andoni Yturralde

Current Employers

Cross Border Wealth, Llc

230 Park Avenue 4Th Floor West, New York, NY 10169 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-22
TX	RA	APPROVED_RES	2019-12-10

NY RA
APPROVED

Since 2021-06-22
TX RA
APPROVED_RES

Since 2019-12-10

Branch Locations

230 Park Avenue 4Th Floor West, New York, NY 10169 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Devere Usa	New York	NY	06/2012	01/2017
Cross Border Wealth, Llc	New York	NY	04/2017	Present

06/2012 → 01/2017

Devere Usa

New York, NY
04/2017 → Present

Cross Border Wealth, Llc

New York, NY

Previous Registrations

2016-10-13 → 2017-02-26

Brite Advisors Usa, Inc.

New York, NY
2010-02-23 → 2011-06-29

Citigroup Global Markets Inc.

New York, NY
2004-03-26 → 2009-02-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

New York, NY

New York, NY

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-29
S63	Uniform Securities Agent State Law Examination	1998-07-02

S65 Uniform Investment Adviser Law Examination

2017-03-29
S63 Uniform Securities Agent State Law Examination

1998-07-02