DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Brennan Gale Cross
Feed of 09/14/2026
Also filed as Brennan Cross
At current firm
15 y
since Dec 8, 2010
In the industry
31 y
since Jul 12, 1995 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Act Wealth Management, LLC independent RIA currentsince Dec 8, 2010 · Allen, Tx
- American Securities Group, Inc. unclassifiedAug 4, 2006 to Nov 1, 2006 · Dallas, Tx
- True North Advisors, LLC independent RIAAug 3, 2006 to Dec 9, 2010 · Dallas, Tx
- Retirement Advisors Of America unclassifiedAug 21, 2003 to Jul 31, 2006 · Dallas, Tx
- Charles Schwab & Co., Inc. national BDFeb 25, 2003 to Aug 13, 2003 · Plano, Tx
- Ameriprise Financial Services, LLC national BDDec 9, 2002 to Jan 23, 2003 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- True North Advisors, LLC to American Securities Group, Inc.left Dec 9, 2010, registered Aug 4, 2006 (-1588 days) · Other
- American Securities Group, Inc. to Act Wealth Management, LLCleft Nov 1, 2006, registered Dec 8, 2010 (1498 days) · Other
- Retirement Advisors Of America to True North Advisors, LLCleft Jul 31, 2006, registered Aug 3, 2006 (3 days) · Other
- Charles Schwab & Co., Inc. to Retirement Advisors Of Americaleft Aug 13, 2003, registered Aug 21, 2003 (8 days) · Other
- Ameriprise Financial Services, LLC to Charles Schwab & Co., Inc.left Jan 23, 2003, registered Feb 25, 2003 (33 days) · Affiliated broker-dealer or bank to another
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address