Inactive

Brennan Gale Cross

Act Wealth Management, LLC

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Current Employers

Act Wealth Management, Llc

One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2019-06-28
LA	RA	APPROVED	2012-10-29
NC	RA	APPROVED	2010-12-08

NM RA
APPROVED

Since 2019-06-28
LA RA
APPROVED

Since 2012-10-29
NC RA
APPROVED

Since 2010-12-08

Branch Locations

One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • 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

Organization	City	State	From	To
Act Wealth Management, Llc	Plano	TX	12/2010	Present

12/2010 → Present

Act Wealth Management, Llc

Plano, TX

Previous Registrations

2006-08-03 → 2010-12-09

True North Advisors, Llc

Dallas, TX
2006-08-04 → 2006-11-01

American Securities Group, Inc.

Dallas, TX
2003-08-21 → 2006-07-31

Retirement Advisors Of America

Dallas, TX
2003-02-25 → 2003-08-13

Charles Schwab & Co., Inc.

Plano, TX
2002-12-09 → 2003-01-23

Ameriprise Financial Services, Llc

Dallas, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-02-24
S63	Uniform Securities Agent State Law Examination	1995-07-12

S66 Uniform Combined State Law Examination

2003-02-24
S63 Uniform Securities Agent State Law Examination

1995-07-12

Other Names

Brennan Cross

View on SEC IAPD

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