Trevor Cross has been Chief Compliance Officer of Global Portfolio Solutions since September 2024, is a control person of the firm and directly owns under 5% of it.
Global Portfolio Solutions, Inc. is a Scottsdale, AZ firm with $128M under management, 85 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Trevor Cross’ longest registration was 3 years at Mutual Advisors, LLC (2021–2024). Before joining Global Portfolio Solutions in 2024, Trevor Cross was registered through Mutual Advisors, LLC and MML Investors Services, LLC.
- Mutual Advisors, LLC– · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 167658
- MML Investors Services, LLC– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Trevor Cross is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2024; the most recent is Texas, in March 2025.
- ArizonaSince 2 December 2024
- TexasResidentSince 6 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 June 2019 |
| Series 7TO | General Securities Representative Examination | 15 March 2019 |
| SIE | Securities Industry Essentials Examination | 28 November 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trevor Robert Cross
- CRD
- 6977085
- Firm
- Global Portfolio Solutions · CRD 333381
- Role
- Chief Compliance Officer
- Office
- Mesa, AZ
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Trevor Cross work?
Trevor Cross has been Chief Compliance Officer of Global Portfolio Solutions, Inc. since September 2024, and is a control person of the firm.
Is Trevor Cross a financial advisor?
Yes. Trevor Cross has a current investment-adviser registration in Arizona and Texas, through Global Portfolio Solutions since December 2024.
How many years of experience does Trevor Cross have?
Trevor Cross has 7 years in the financial industry, since March 2019, across 3 adviser firms.
What exams has Trevor Cross passed?
Trevor Cross has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2018.
Where did Trevor Cross work before Global Portfolio Solutions?
Before Global Portfolio Solutions, Trevor Cross was registered through MML Investors Services, LLC, July 2019 to March 2021.
Where is Trevor Cross based?
Trevor Cross’ registered office is in Mesa, AZ.
Is Trevor Cross registered with FINRA?
Yes. Trevor Cross has a current broker registration, under CRD 6977085.
Source: FINRA BrokerCheck
How can I verify Trevor Cross’ record?
Search CRD 6977085 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Trevor Cross’ full registration record.