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TC

Trevor R. Cross

GPS INVESTMENTS
MESA, AZ
Some features on this profile are disabled
CRD#: 6977085
TC

Professional summary

Trevor Robert Cross is a registered financial advisor currently at GPS INVESTMENTS located in Mesa, Arizona and FORTUNE FINANCIAL SERVICES, INC. located in Scottsdale, Arizona.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Trevor has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Trevor Robert 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

December 2, 2024 - Present

GPS INVESTMENTS

RIA
CRD#: 333381
MESA, AZ
Current

September 2, 2025 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 7702 East Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258
BD
CRD#: 42150
Scottsdale, AZ
Past

March 26, 2021 - December 19, 2024

MUTUAL ADVISORS, LLC

RIA
CRD#: 167658
Scottsdale, AZ
Past

March 12, 2021 - September 2, 2025

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Scottsdale, AZ
Past

July 24, 2019 - March 15, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SCOTTSDALE, AZ
Past

March 15, 2019 - March 15, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GI
GPS INVESTMENTS
GLOBAL PORTFOLIO SOLUTIONS, INC. | GPS INVESTMENTS

CRD#: 333381 / SEC#: 801-131396

RIA
Registered Investment Advisory firm - (11/5/2024 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
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

IAR
Arizona
(12/2/2024)
RR
Arizona
(9/2/2025)
RR
Florida
(9/2/2025)
RR
Illinois
(9/2/2025)
RR
South Dakota
(9/2/2025)
IAR
Texas
(3/6/2025)
RR
Texas
(9/2/2025)
RR
Virginia
(9/2/2025)
RR
Wisconsin
(9/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/26/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/28/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

GI
GPS INVESTMENTS
GLOBAL PORTFOLIO SOLUTIONS, INC. | GPS INVESTMENTS

CRD#: 333381 / SEC#: 801-131396

RIA
Registered Investment Advisory firm - (11/5/2024 Approved)
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Contact information

Main Address
7702 East Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258
Mailing Address
Phone number
(602) 558-1211
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GPS INVESTMENTS DISCLOSURE BROCHURE (11/25/2025)

Regulatory assets under management

Total Number of Accounts192
AUM (Assets Under Management)$ 124,014,243

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.

Company Information

GPS INVESTMENTS

CRD#: 333381Mesa, AZ

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