Anthony Lynn Cross

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 10/2021
  Vanderbilt Securities, Llc
  Woodbury, NY
• 07/2020 → 10/2021
  Vanderbilt Advisory Services
  Woodbury, NY
• 10/2021 → Present
  Massmutual Life Insurance Company
  Edmond, OK
• 10/2021 → Present
  Mml Investors Services Llc
  Edmond, OK
• 01/2008 → Present
  T.L. Cross Brokerage Llc
  Edmond, OK
• 09/2001 → 07/2020
  Ohio National Life Insurance
  Cincinnati, OH
• 09/2001 → 07/2020
  The O.N. Equity Sales Company
  Cincinnati, OH

Previous Registrations

• 2020-07-23 → 2021-10-05
  Vanderbilt Advisory Services
  Edmond, OK
  Woodbury, NY
• 2006-07-07 → 2020-06-24
  On Investment Management Co
  Edmond, OK

Other Businesses

(1) NAME: T.L CROSS BROKERAGE LLC INV REL: Y ADD: 708 WEST 15TH SUITE 120 EDMOND OK 73013 NATURE: INSURANCE RELATED ACTIVITIES POSITION: OWNER START DATE: 11/01/2007 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3 DUTIES: INSURANCE SALES AND SERVICE (2) STRATEGIC WEALTH CONCEPTS LLC INV REL: Y ADD: 708 WEST 15TH SUITE 120 EDMOND OK 73013 NATURE: SALES AND SERVICE OF INSURANCE PRODUCTS POSITION: OWNER START DATE: 06/19/2017 NO HRS/MO: 30 NO HRS/MO DUR TRADING: 30 DUTIES: SALES & SERVICE OF LIFE, DI, LT, MEDICARE AND ANNUITY PRODUCTS (3) NAME: STRATEGIC WEALTH CONCEPTS, LLC INV REL: Y ADD: 708 WEST 15TH STREET SUITE 120 EDMOND OK 73013 NATURE: LIFE, HEALTH, DI, LTC, FIXED ANNUITIES AND SOME VARIABLE LIFE AND ANNUTIES INSURACE SALES AND SERVICE POSITION: AGENT START DATE:6/19/2017 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 30 DUTIES: LIFE AND HEALTH INSURANCE SALES AND SERVICE (4) NAME: TMC CAPITAL LLC INV REL: Y ADD: 708 W 15TH SUITE 120 EDMOND OK 73013 NATURE: REAL ESTATE POSITION: OWNER/GENERAL MANAGER START DATE: 11/01/2007 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DUTIES: OVERSIGHT. PROPERTY MANAGEMENT/ LEASE CONTRACTS (5) NAME: TONY CROSS INV REL: N ADD: 6008 MUIRFIELD DR EDMOND OK 73025 NATURE: FAITH BASED BOOK PUBLICATION/MINISTRY OF RELIGIOUS NATURE POSITION: AUTHOR START DATE: 3/1/2022 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 DUTIES: AITHER OF FAITH BASED WRITINGS NO PUBLIC SPEAKING OR PROMOTION AT PRESENT. WILL SUBMIT "REVISED" VERSION WITH NEXT 3 MONTHS. (6) NAME: CROSS MINISTRIES CHARITABLE FOUNDATION INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: CHARITABLE RELIGIOUS MINISTRY-GIVING POSITION: DONOR/BOARD MEMBER START DATE: 1/1/2025 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 1 DUTIES: BOARD MEMBER THAT VOTES ON MINISTRY CHARITABLE DISTRIBUTIONS

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-17

Designations

• Chartered Financial Consultant

Other Names

• Tony L Cross