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11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-20 |
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