Amy C. Cross

STILLPOINT CAPITAL

TAMPA, FL 33609

Some features on this profile are disabled

CRD#: 4485658

Professional summary

Amy C Cross, who also goes by Amy C Rise, Amy Rise, Amy C Rosenzweig, Amy Christine Cross Rosenzweig, Amy Cross Rosenzweig, is a registered financial professional currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida.

Amy is registered as a RR (Registered Representative) and started their career in finance in 2001. Amy has worked at 4 firms and has passed the Series 66, Series 99TO, Series 82TO, Series 79TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Amy C Rise | Amy Rise | Amy C Rosenzweig | Amy Christine Cross Rosenzweig | Amy Cross Rosenzweig

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Amy C Cross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 4, 2010 - Present

STILLPOINT CAPITAL, LLC

Office #1: 4830 West Kennedy Blvd, Suite 600, Tampa, FL 33609

CRD#: 133146

TAMPA, FL

Past

January 29, 2008 - April 28, 2009

HALEN CAPITAL

CRD#: 135966

CLEARWATER, FL

Past

April 4, 2005 - August 17, 2009

STILLPOINT CAPITAL, LLC

CRD#: 133146

TAMPA, FL

Past

April 3, 2003 - May 3, 2005

LANDMARK INVESTMENT GROUP, INC

CRD#: 44602

SECAUCUS, NJ

Past

September 5, 2002 - March 6, 2003

ENDATUM SECURITIES, INC.

CRD#: 23734

SAN DIEGO, CA

Past

December 18, 2001 - March 10, 2002

ENDATUM SECURITIES, INC.

CRD#: 23734

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(3/17/2015)

Connecticut
(11/29/2012)

District of Columbia
(5/3/2013)

Florida
(3/4/2010)

Indiana
(6/6/2013)

Massachusetts
(7/29/2019)

Nevada
(11/19/2013)

New Hampshire
(10/3/2013)

New Mexico
(8/23/2013)

North Carolina
(3/4/2010)

Oregon
(12/14/2011)

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

STILLPOINT CAPITAL, LLC

CRD#: 133146 / SEC#: , 8-66688

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Mailing Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Phone number

(813) 891-9100

Established

Florida since 04/19/2004

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
AMY C. CROSS, P.A.	OWNER
BOLTON, RYAN LEE	PRESIDENT & CCO	6872016
CAMPBELL, ROBERT NMN	FINOP, PFO & POO	1349154
CROSS, AMY C	CEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.	4485658

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

John Valencia

LPL FINANCIAL LLC

IAR

LARGO, FL

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Amy C. Cross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Amy C Cross's CRS (Customer Relationship Summary).

Certified licenses

Experience

HALEN CAPITAL

STILLPOINT CAPITAL, LLC

LANDMARK INVESTMENT GROUP, INC

ENDATUM SECURITIES, INC.

ENDATUM SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2003

Series 99TO

Date: 1/2/2023

Series 82TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/2/2003

Series 6

Date: 12/17/2001

Series 14

Date: 1/2/2023

Series 24

Date: 7/29/2003

FINRA

Current Firm

STILLPOINT CAPITAL, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

STILLPOINT CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors