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Detailed Report
Steven Joseph Cross
CRD#: 7397042
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Investment Adviser
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Previous Broker
FISHER INVESTMENTSCRD#: 107342 3109 W Dr. Martin Luther King Blvd
Suite 600
Tampa, FL 33607
Registration History
202120222023202420252026IAFISHER INVESTMENTS (CRD# 107342)2024 - Present (<1 year)BEQUITABLE ADVISORS, LLC (CRD# 6627)2021 - 2024 (2 years)IAEQUITABLE ADVISORS, LLC (CRD# 6627)2023 - 2024 (<1 year)
License(s)

State Registrations

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Florida 8/23/2024
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Texas 8/12/2024
Current Registration(s)
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FISHER INVESTMENTS (CRD#:107342)
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607
Registered with this firm since 8/12/2024
Previous Registration(s)
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 11/14/2023 - 05/09/2024 EQUITABLE ADVISORS, LLC (CRD#:6627) JACKSONVILLE, FL
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 07/13/2021 - 05/09/2024 EQUITABLE ADVISORS, LLC (CRD#:6627) JACKSONVILLE, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.