Forrest Means

Employer firm

Cross State Financial Group LLC CRD 282011

$188M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2020 → 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

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