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2001 Market St. Suite 2500, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-11 |
| PA | RA | APPROVED | 2022-06-13 |
| TX | RA | APPROVED_RES | 2022-05-03 |
Branch Locations
4676 Admiralty Way Suite 834, Marina Del Rey, CA 90292 • United States
2001 Market St. Suite 2500, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cross Border Financial Planning Ltd. | Chippenham | 06/2016 | 08/2022 | |
| Cross Border Financial Planning Usa Llc | Philadelphia | PA | 04/2022 | Present |
| Cross Border Financial Planning Ltd. | Chippenham | 11/2025 | Present |
11/2025 Cross Border Financial Planning Ltd.; Director; Investment Related; UK Regulated Investment Advisory Firm; Suite 1, 6 Union Road, Chippenham, Wilts, England, SN15 1HW; 2 Hours/Month; 0 Trading Hours/Month; Setting company's strategic objectives and policies, monitoring progress. Ensure timely submission of statutory information to Companies House/Report company activities to stakeholders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-09 |
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