Best Investors Account Sign in
Inactive

Clayton Cross

49 Financial

Charlotte, NC

Austin, TX

Claim This Profile
Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-18
  • NC RA
    APPROVED
    Since 2024-10-18

Branch Locations

1213 W Morehead St Suite 508, Charlotte, NC 28208 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • 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
49 Financial Charlotte NC 07/2024 Present
Celonis Raleigh NC 06/2023 08/2023
Saltwater Cowboys Charleston SC 06/2021 08/2021
Unemployed Minor Atlanta GA 06/2014 12/2019
College Student Columbia SC 08/2023 05/2024
College Student Columbia SC 08/2021 06/2023
Enrolled College Student Columbia SC 12/2019 06/2021
  • 07/2024 → Present
    49 Financial
    Charlotte, NC
  • 06/2023 → 08/2023
    Celonis
    Raleigh, NC
  • 06/2021 → 08/2021
    Saltwater Cowboys
    Charleston, SC
  • 06/2014 → 12/2019
    Unemployed Minor
    Atlanta, GA
  • 08/2023 → 05/2024
    College Student
    Columbia, SC
  • 08/2021 → 06/2023
    College Student
    Columbia, SC
  • 12/2019 → 06/2021
    Enrolled College Student
    Columbia, SC
Other Businesses

fixed insurance agent / investment related / 40 hours per month / same address as above

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor