Best Investors Account Sign in

Jerald Davin Lyda

Cross Financial Advisors

Portland, OR

Newberg, OR

Claim This Profile
Current Employers
Cross Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2017-06-29
  • OR RA
    APPROVED
    Since 2017-06-29

Branch Locations

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

307 E 2Nd Street Suite 100, Newberg, OR 97132 • 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
Lpl Financial, Llc Portland OR 04/2008 Present
Cross Financial Advisory, Llc Portland OR 05/2017 Present
  • 04/2008 → Present
    Lpl Financial, Llc
    Portland, OR
  • 05/2017 → Present
    Cross Financial Advisory, Llc
    Portland, OR
Previous Registrations
  • 2006-07-11 → 2007-06-15
    Country Trust Bank
    Mcminnville, OR
Other Businesses

1) 01/11/2010 - Lyda Financial - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-05
S63 Uniform Securities Agent State Law Examination 2006-03-22
  • S65 Uniform Investment Adviser Law Examination
    2006-07-05
  • S63 Uniform Securities Agent State Law Examination
    2006-03-22
Other Names
  • Jerrie Lyda

View on SEC IAPD

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor