Timothy Cross

ALTIOR CAPITAL

Windermere, FL 34786

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CRD#: 7442397

Professional summary

Timothy Cross is a registered financial advisor currently at ALTIOR CAPITAL located in Windermere, Florida.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Timothy has worked at 1 firm and has passed the Series 65 exam.

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.

Altior Capital Partners GP, LLC; Investment-Related; Windermere, FL; General Partner; Managing Member; 07/2021; 120 hrs/mo; 120 hrs/mo during securities trading hours; Duties are administration, procedural, and management duties for the GP, predominantly engaged in capital raising and liaising with service providers to ensure the smooth running of the IM and the Fund.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy 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 6, 2021 - Present

ALTIOR CAPITAL

Office #1: 9100 Conroy Windermere Road Suite 200, Office 223, Windermere, FL 34786

RIA

CRD#: 316734

Windermere, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(12/6/2021)

IAR

Texas
(4/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/30/2021

Uniform Investment Adviser Law Examination

Current Firm

ALTIOR CAPITAL

ALTIOR CAPITAL | ALTIOR CAPITAL MANAGEMENT LP | ALTIOR CAPITAL MANAGEMENT LLC

CRD#: 316734 / SEC#: 801-122640

RIA

Registered Investment Advisory firm - (12/9/2022 Terminated)

Florida

Registered Investment Advisory firm - (10/6/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

480 N. Orlando Avenue Suite 236, Winter Park, FL 32789

Mailing Address

Phone number

(321) 335-2555

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 35,739,050

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.

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Timothy Cross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALTIOR CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2021

Current Firm

ALTIOR CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALTIOR CAPITAL

TRUST BUT VERIFY

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