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Cross Border Wealth, LLC CRD 288330
$222M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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 |
Branch Locations
230 Park Avenue 4Th Floor West, New York, NY 10169 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devere Usa | New York | NY | 06/2012 | 01/2017 |
| Cross Border Wealth, Llc | New York | NY | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
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