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Current Employers
Cross Financial Advisors

11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-01-15
  • OR RA
    APPROVED
    Since 2020-01-15

Branch Locations

11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States

5200 Meadows Rd #150, Lake Oswego, OR 97035 • 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
Stellar Ventures Llc Woodburn OR 01/2018 11/2019
Lpl Financial, Llc Tualatin OR 10/2019 Present
Mihei Egoroff, Coaching Woodburn OR 08/2018 Present
Stellar Construction Llc Dba Stellar Trucking Williston ND 12/2013 11/2019
Cross Financial Advisors, Llc Portland OR 12/2019 Present
  • 01/2018 → 11/2019
    Stellar Ventures Llc
    Woodburn, OR
  • 10/2019 → Present
    Lpl Financial, Llc
    Tualatin, OR
  • 08/2018 → Present
    Mihei Egoroff, Coaching
    Woodburn, OR
  • 12/2013 → 11/2019
    Stellar Construction Llc Dba Stellar Trucking
    Williston, ND
  • 12/2019 → Present
    Cross Financial Advisors, Llc
    Portland, OR
Other Businesses

1. 10/30/2019 - GRACE INVESTORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ TUALATIN, OR 2. 10/30/2019 - HOPE WEALTH PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ TUALATIN, OR 3. 10/30/2019 - Stellar Construction LLC DBA Stellar Trucking - Not Investment Related - 3950 160th Q Ave, Dore ND 59221 - Trucking, Local Gravel Delivery - Started 12/2012 - 2 Hours Per Month - Part owner of Trucking, Local Gravel Delivery business. 4. 12/2/2019 - M & M Ventures LLC - Not Investment Related - 3950 160th Q Ave, Dore ND 59221 - Family Business - Started 11/01/2019 - 0 Hours Per Month - Shop owned in ND for use by our Stellar Trucking OBA ONLY. 5. 1/16/2020 - Cross Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/2019 - 160 Hours Per Month/4.5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through CROSS FINANCIAL ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-20
  • S66 Uniform Combined State Law Examination
    2019-11-20
Other Names
  • Mihei M Egoroff
  • Mihei Egoroff

View on SEC IAPD

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