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Inactive

Jason Robert Cross

Corient

Charlotte, NC

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-10-11
TX RA APPROVED 2022-10-11
  • NC RA
    APPROVED
    Since 2022-10-11
  • TX RA
    APPROVED
    Since 2022-10-11

Branch Locations

4201 Congress Street Suite 240, Charlotte, NC 28209 • 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
Brightworth Atlanta GA 01/2015 12/2017
Brightworth Atlanta GA 01/2018 12/2018
Ci Brightworth (Formerly Mcgill Advisors) Charlotte NC 12/2018 03/2023
Corient Charlotte NC 10/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2022 07/2023
  • 01/2015 → 12/2017
    Brightworth
    Atlanta, GA
  • 01/2018 → 12/2018
    Brightworth
    Atlanta, GA
  • 12/2018 → 03/2023
    Ci Brightworth (Formerly Mcgill Advisors)
    Charlotte, NC
  • 10/2022 → Present
    Corient
    Charlotte, NC
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2022 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-07
  • S66 Uniform Combined State Law Examination
    2014-02-07
Designations
Other Names
  • Jason Cross

View on SEC IAPD

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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

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