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Rebecca Cross

Api Financial Advisors, LLC

Santa Barbara, CA

Rockledge, FL

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Current Employers
Api Financial Advisors, Llc

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

257 San Nicolas Ave, Santa Barbara, CA 93109 • United States

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • 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
Self Santa Barbara CA 04/2015 Present
Quility Insurance Company Santa Barbara CA 06/2019 Present
Secure Investment Management Santa Barbara CA 10/2023 Present
Api Financial Advisors, Llc Rockledge FL 06/2025 Present
  • 04/2015 → Present
    Self
    Santa Barbara, CA
  • 06/2019 → Present
    Quility Insurance Company
    Santa Barbara, CA
  • 10/2023 → Present
    Secure Investment Management
    Santa Barbara, CA
  • 06/2025 → Present
    Api Financial Advisors, Llc
    Rockledge, FL
Previous Registrations
Other Businesses

LICENSED INSURANCE AGENT; INVESTMENT RELATED; CALIFORNIA; SALE OF INSURANCE PRODUCTS; 51 HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-23
  • S65 Uniform Investment Adviser Law Examination
    2023-06-23
Other Names
  • Rebecca Banta

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION

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CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

More in Santa Barbara, CA

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