This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CROSS STATE FINANCIAL GROUP LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66|S65

First exam

Sep 1, 1994

First registration

Mar 12, 2020

Dual registered

no

IAPD individual key

2500989

• Occurred

  Apr 12, 2022
  Advisor changed firm

  Michael Anthony Ball left United Planners' Financial Services Of America A Limited Partner for Cross State Financial Group Llc (registered 2022-04-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a04fe9ce-5385-b083-fe60-d56131be5584

First observed

Mar 12, 2020

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.