CROSS BORDER PLANNING PARTNERS, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 153293).
| Name | Role | Location |
|---|---|---|
| KEATS ROBERT FRANCIS | SHAREHOLDER | — |
| WALTERS DALE ALLEN | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; OFFICER; SHAREHOLDER | — |
| ALTRO MATTHEW CHAD | PRESIDENT | — |
| ALTRO DAVID AARON | PARTNER | — |