Kevin Cross

Current Employers

Employment History

• 12/2014 → 10/2016
  Foresters Financial
  Rochester, NY
• 10/2016 → 07/2017
  Foresters Financial Services
  Rochester, NY
• 03/2017 → 06/2019
  Foresters Advisory Services
  Rochester, NY
• 07/2017 → 06/2019
  Foresters Financial Services
  Rochester, NY
• 06/2019 → 12/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 12/2024
  Cetera Investment Advisers Llc
  Fairport, NY
• 12/2024 → Present
  Osaic
  Amherst, NY

Previous Registrations

• 2019-06-19 → 2024-12-03
  Cetera Investment Advisers Llc
  Fairport, NY
  Rochester, NY
• 2017-04-04 → 2019-06-24
  Foresters Advisory Services, Llc
  Fairport, NY

Other Businesses

1) KEVIN CROSS INSURANCE PRODUCER POSITION: Financial Advisor NATURE: Life Insurance Agent through the BD INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/02/2014 ADDRESS: 51 Brewerton Dr, Rochester, NY 14624, Rochester NY 14624, United States DESCRIPTION: Help clients understand life insurance products and their needs. 2) PREVIS WEALTH, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/26/2024 ADDRESS: 1569 Jackson Rd, Penfield NY 14526, United States DESCRIPTION: Using LLC for shared business expenses and succession planning 3) CHILI YOUTH BASEBALL POSITION: Coach NATURE: Volunteer T-Ball coach for my sons' teams. The league is called Chili Youth Baseball. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: PO Box 161, North Chili NY 14514, United States DESCRIPTION: Volunteer coach. Running practices and coaching games. 4) PREVIS WEALTH, LLC POSITION: Owner/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/26/2024 ADDRESS: 1569 Jackson Rd, Penfield NY 14526, United States DESCRIPTION: Using LLC for shared business expenses and succession planning. Previs Wealth is the team/marketing name for which business with Osaic will be done under.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-27
• S63 Uniform Securities Agent State Law Examination
  2014-06-25