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Current Employers
Cross State Financial Group Llc

6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
MI RA APP_PEND_IARCE 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Grand Haven, MI • United States

6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • 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
Cross State Financial Group, Llc Littleton CO 07/2016 Present
Previous Registrations
Other Businesses

1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 13140 SIKKEMA DR., GRAND HAVEN, MI 49417; INSURANCE SALES; SINCE: 2/2018. 2) Owner and Member of Fresnel Design, LLC; non-investment related; owner/software development; Grand Haven, Michigan; Since 11/2025; Approximately 5 hours per month with some during market hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-30
  • S66 Uniform Combined State Law Examination
    2010-09-30

View on SEC IAPD

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