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Danielle Elizabeth Mutz

Cross State Financial Group LLC

Albuquerque, NM

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Current Employers
Cross State Financial Group Llc

6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-23
FL RA APPROVED 2025-06-23
TX RA APPROVED 2016-03-07
NM RA APPROVED 2016-02-18
  • CO RA
    APPROVED
    Since 2025-06-23
  • FL RA
    APPROVED
    Since 2025-06-23
  • TX RA
    APPROVED
    Since 2016-03-07
  • NM RA
    APPROVED
    Since 2016-02-18

Branch Locations

6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foothill Securities Inc Mountain View CA 12/2009 10/2016
Comanche Creek Brewing Company, Llc Eagle Nest NM 07/2009 Present
Cross State Financial Group, Llc. Albuquerque NM 12/2015 Present
Crown Capital Securities, Lp Orange CA 10/2016 12/2019
Cross State Tax & Financial, Llc Albuquerque NM 02/2022 Present
  • 12/2009 → 10/2016
    Foothill Securities Inc
    Mountain View, CA
  • 07/2009 → Present
    Comanche Creek Brewing Company, Llc
    Eagle Nest, NM
  • 12/2015 → Present
    Albuquerque, NM
  • 10/2016 → 12/2019
    Crown Capital Securities, Lp
    Orange, CA
  • 02/2022 → Present
    Cross State Tax & Financial, Llc
    Albuquerque, NM
Previous Registrations
  • 2015-09-30 → 2016-10-25
    Foothill Securities, Inc.
    Albuquerque, NM
    Santa Clara, CA
Other Businesses

1)COMANCHE CREEK BREWING COMPANY, LLC; EAGLE NEST, NM; MICROBREWERY; NON-INVESTMENT RELATED; PARTNER; START DATE 07/01/2009; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; LIMITED PARTNER: 2.5% OWNER OF THIS FAMILY-OWNED BUSINESS. LIMITED PARTNERS ARE CONSULTED ON BUSINESS AND PRODUCT DEVELOPMENT. ALL PROFITS ARE BEING RE-INVESTED IN EQUIPMENT PURCHASES AND BUSINESS DEVELOPMENT. MY HUSBAND ALSO OWNS 2.5% OF THIS LLC; HIS BROTHER IS THE FOUNDER OF THE COMPANY AND THE BEER LINE. 2) INSURANCE AGENT; INVESTMENT REALTED; INSURANCE SALES (HEALTH & LIFE); START DATE: 6/11/20; 20 HRS/MTH 0 DURING TRADING. 3) CROSS STATE TAX & FINANCIAL, LLC; INVESTMENT RELATED; MANAGING MEMBER; START DATE: 02/2022; 32 HRS/MTH DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-02
S63 Uniform Securities Agent State Law Examination 2003-12-22
  • S65 Uniform Investment Adviser Law Examination
    2013-10-02
  • S63 Uniform Securities Agent State Law Examination
    2003-12-22
Other Names
  • Danielle Elizabeth Metcalfe
  • Dani Mutz

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