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230 Park Avenue 4Th Floor West, New York, NY 10169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-27 |
| NY | RA | APPROVED | 2021-06-20 |
| TX | RA | APPROVED | 2019-12-10 |
Branch Locations
230 Park Avenue 4Th Floor West, New York, NY 10169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devere Usa Inc | New York | NE | 01/2015 | 05/2017 |
| Cross Border Wealth, Llc | New York | NY | 07/2017 | Present |
1. Mercier 102 LLC; not investment related; Salt Lake City, Utah; rental property; Manager; 06/2006; less than 1 hour per month; less than 1 hour during trading hours. 2. Mercier 615 LLC; not investment related; Salt Lake City, Utah; rental property; Manager; 06/2006; less than 1 hour per month; less than 1 hour during trading hours. 3. Hawaii Property; not investment related; Kamuela, HI; rental property; owner; 09/2014; less than 1 hour per month; less than 1 hour during trading hours. 4. Paris Apartment; not investment related; Paris, France; rental property; owner; 06/2008; less than 1 hour per month; less than 1 hour during trading hours. 5. Mercier Food Products; not investment related; Salt Lake City, UT; Salad Dressing Co.; Manager; 06/2006; less than 1 hour per month; less than 1 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-03 |
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