# CROSS FINANCIAL SERVICES

CROSS FINANCIAL SERVICES of FRANKLIN, IN is an SEC-registered investment adviser.

## Registration

- CRD: 166248
- Type: SEC-registered investment adviser
- SEC file number: 801-77412
- Location: 460 N. MORTON ST., SUITE C, FRANKLIN, IN, 46131
- Phone: 317-560-4045
- Latest filing: 2013-04-01
- Regulatory AUM: $46.0M
- Discretionary AUM: $4K
- Non-discretionary AUM: $46.0M
- Clients: 2
- Accounts: 2

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| JOYCE JEFFERY DAVID | CCO; PRESIDENT, CCO, OWNER, SINGLE MEMBER OF LLC, MANAGING MEMBER OF LLC | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166248/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166248/similar
- Related entities: https://search.stillhousedata.com/firm/166248/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166248

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.