Margarita Cross is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA WEALTH SERVICES, LLC | 2020-11-05 | 2021-12-31 | — |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2020-09-17 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-10-22 | 2020-08-21 | — |