Alexander James Peterson-Cross

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

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

Current Employers

Employment History

• 08/2014 → 07/2019
  Western Southern Life
  Cincinnati, OH
• 06/2015 → 07/2019
  W&S Brokerage Services
  San Diego, CA
• 07/2019 → 12/2019
  State Farm Insurance
  Mesa, AZ
• 01/2020 → Present
  Alex Peterson-Cross Insurance Agency
  San Diego, CA
• 02/2020 → Present
  State Farm Vp Management Corp
  San Diego, CA
• 06/2020 → Present
  State Farm Investment Management Corp
  San Diego, CA

Previous Registrations

• 2019-07-26 → 2019-08-06
  W&S Brokerage Services, Inc.
  San Diego, CA
  San Diego, CA
  Cincinnati, OH
  San Diego, CA
  San Diego, CA

Other Businesses

1) Alexander Peterson-Cross's Insurance Agency; Investment-related; 7424 Jackson Dr Ste 7 San Diego, CA 92119-2324; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2020; 80; 80; Service customers and supervise employees 2) BNI Pinnacle; non-investment-related; 7424 Jackson Drive, San Diego, CA 92119; Membership/Civic/Fraternal Organization; Board Member; Chairman; 08/02/2022; 8; 0; Duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-25
• S63 Uniform Securities Agent State Law Examination
  2015-10-27

Other Names

• Alexander James Cross
• James Daniel Dix