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Inactive

Forrest Means

Cross State Financial Group LLC

Albuquerque, NM

Citrus Heights, CA

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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
CA RA APPROVED 2025-12-11
  • CA RA
    APPROVED
    Since 2025-12-11

Branch Locations

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

Citrus Heights, CA • 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
Financial Depot Auberry CA 05/2020 10/2022
Nor Cal Emergency Medical Training Roseville CA 05/2020 Present
Ncti/Amr Roseville CA 01/2010 05/2020
Cross State Financial Group, Llc Albuquerque NM 07/2022 Present
  • 05/2020 → 10/2022
    Financial Depot
    Auberry, CA
  • 05/2020 → Present
    Nor Cal Emergency Medical Training
    Roseville, CA
  • 01/2010 → 05/2020
    Ncti/Amr
    Roseville, CA
  • 07/2022 → Present
    Cross State Financial Group, Llc
    Albuquerque, NM
Previous Registrations
  • 2020-06-11 → 2022-11-18
    Financial Depot
    Sparks, NV
    Sparks, NV
Other Businesses

1) Instructor at NCTI/AMR and Nor Cal Emergency Medical Training. 30 hrs/month The business is not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-26
  • S65 Uniform Investment Adviser Law Examination
    2020-05-26

View on SEC IAPD

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MATTHEW DAVID KELLER
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Matthew John Ports
Jean-Marc D Grindatto
GREGORY JOSEPH ZANETTI

Other Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM
EDWARD JONES · ALBUQUERQUE, NM
ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

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