Andrew Graham Mckay

Employer firm

Cross Border Wealth, LLC CRD 288330

$222M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2016
  Unemployed
  Denver, CO
• 11/2016 → 12/2018
  Royal Alliance Associates, Inc.
  Denver, CO
• 11/2021 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2021 → Present
  Elevations Credit Union
  Boulder, CO
• 06/2016 → 12/2016
  Unemployed- Job Search
  Denver, CO
• 12/2021 → 06/2022
  Cuso Financial Services
  Boulder, CO
• 08/2022 → 03/2023
  The Credit Protection Association
  Manchester
• 05/2023 → 12/2023
  Sandhills East
  Manchester
• 01/2024 → 05/2024
  Skybound Wealth Management
  Dubai
• 06/2024 → Present
  Cross Border Wealth
  New York, NY
• 06/2024 → Present
  Cross Border Wealth, Llc
  New York, NY
• 04/2021 → 12/2021
  Unemployed
  Denver, CO
• 02/2019 → 04/2021
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2024-04-29 → 2024-07-05
  Skybound Wealth Usa
  Dubai
• 2021-12-03 → 2022-06-10
  Cuso Financial Services, L.P.
  Boulder, CO
• 2019-06-05 → 2021-04-06
  Edward Jones
  Denver, CO
  St Louis, MO
  Denver, CO
  Denver, CO
• 2007-09-14 → 2007-10-02
  Old Mutual Capital
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-06-04
• S63 Uniform Securities Agent State Law Examination
  2005-03-29

Other Names

• Juckes Mckay
• Andrew G Juckes