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RIA / WealthAdvisor25 years in industry

Eric James Glassbrenner

Advisor at CROSS BORDER WEALTH, LLC

NEW YORK, NY

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Search this name across graphsid dfx:ria:f6f2d6bc-8a50-0752-2c85-dcc781aff165

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Dec 1, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CROSS BORDER WEALTH, 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: Dec 2, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Dec 2, 2000
First registration: Dec 1, 2003
Dual registered: no
IAPD individual key: 4160645

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CROSS BORDER WEALTH, LLC	Independent wealth	Nov 16, 2021	n/a	yes	NEW YORK, NY	Current employment
CLARAPHI ADVISORY NETWORK, LLC	Independent wealth	Dec 3, 2018	Nov 5, 2021	no	Pittsburgh, PA\|ALISO VIEJO, CA	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jul 26, 2018	Dec 4, 2018	no	Pittsburgh, PA\|WHEATON, IL	Previous registration
CENTER STREET ADVISORS, INC.	Former SEC adviser	Jun 26, 2015	Feb 14, 2018	no	PITTSBURGH, PA\|NASHVILLE, TN	Previous registration
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 18, 2014	Jun 17, 2015	no	PITTSBURGH, PA	Previous registration
H. BECK, INC.	Former SEC adviser	May 18, 2012	Sep 25, 2013	no	WEXFORD, PA\|WEXFORD, PA	Previous registration
LYONS WEALTH MANAGEMENT	Independent wealth	Feb 15, 2011	Apr 15, 2014	no	PITTSBURGH, PA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Apr 12, 2006	Nov 21, 2008	no	PITTSBURGH, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 1, 2003	May 11, 2004	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLARAPHI ADVISORY NETWORK, LLC	CROSS BORDER WEALTH, LLC	Nov 5, 2021	Nov 16, 2021	11	Firm change	RIA to RIA
BROOKSTONE CAPITAL MANAGEMENT LLC	CLARAPHI ADVISORY NETWORK, LLC	Dec 4, 2018	Dec 3, 2018	-1	Firm change	RIA to RIA
CENTER STREET ADVISORS, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	Feb 14, 2018	Jul 26, 2018	162	Firm change	Ibd to RIA
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	CENTER STREET ADVISORS, INC.	Jun 17, 2015	Jun 26, 2015	9	Firm change	Other
LYONS WEALTH MANAGEMENT	H. BECK, INC.	Apr 15, 2014	May 18, 2012	-697	Firm change after gap	Other
H. BECK, INC.	CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Sep 25, 2013	Mar 18, 2014	174	Firm change	Other
EAGLE STRATEGIES LLC	LYONS WEALTH MANAGEMENT	Nov 21, 2008	Feb 15, 2011	816	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EAGLE STRATEGIES LLC	May 11, 2004	Apr 12, 2006	701	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169329:141413:TN:2018-02-14	Feb 14, 2018	Jul 26, 2018	NASHVILLE, TN	Firm change

Relationships

Registered with (9)

→ CROSS BORDER WEALTH, LLCRegistered adviserregistration: current employment
Nov 16, 2021 to presentfactForm ADV
→ CLARAPHI ADVISORY NETWORK, LLCRegistered adviserregistration: previous registration
Dec 3, 2018 to Nov 5, 2021factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 26, 2018 to Dec 4, 2018factForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Jun 26, 2015 to Feb 14, 2018factForm ADV
→ CAPITAL GUARDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 18, 2014 to Jun 17, 2015factForm ADV
→ LYONS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 15, 2011 to Apr 15, 2014factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
May 18, 2012 to Sep 25, 2013factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Apr 12, 2006 to Nov 21, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 1, 2003 to May 11, 2004factForm ADV

Dated events

No dated event names this entity yet.