Mathew Dean Whiteaker
Chief Compliance OfficerCross Financial Advisors, LLCCRD 3260502
About Mathew Dean Whiteaker
Mathew Dean Whiteaker is listed as Chief Compliance Officer at Cross Financial Advisors, LLC in Beaverton, OR. Form ADV reports a beneficial ownership band of Under 5%. Mathew Dean Whiteaker is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Cross Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Mathew Dean Whiteaker work?
Mathew Dean Whiteaker is listed as Chief Compliance Officer at Cross Financial Advisors, LLC on SEC Form ADV.
How much of Cross Financial Advisors, LLC does Mathew Dean Whiteaker own?
Form ADV reports a beneficial ownership band of Under 5%.
Cross Financial Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Cross Financial Advisors, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2025 |