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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

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017
View Cross Financial Advisors, LLC →

Cross Financial Advisors, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2025
View Cross Financial Advisors, LLC →