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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-03 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
Milledgeville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 10/2013 | 07/2018 |
| Lion Street Financial | Austin | TX | 07/2018 | 11/2025 |
| Lion Street Advisors | Austin | TX | 07/2018 | 08/2025 |
| Csenge Advisory Group | Clearwater | FL | 08/2025 | Present |
| Integrity Alliance, Llc. | Milledgeville | GA | 11/2025 | 08/2026 |
| Ridgeback Securities, Ltd. | Houston | TX | 08/2026 | Present |
1) COLTER-DENNIS POSITION: OWNER/PRESIDENT NATURE: LIFE INSURANCE AND FIXED ANNUITY SALES, SERVICE INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2013 ADDRESS: 292 Lake Laurel Road North East, Milledgeville GA 31061, United States DESCRIPTION: Managing member 2) LEONARD JACK DENNIS JR. TESTAMENTARY TRUST POSITION: Trustee NATURE: This is a Testamentary Irrevocable Trust set up by by father in which I act as a trustee along with 2 other co-trustee's. My sister, Kim Kirkman is the trust beneficiary. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2022 ADDRESS: 292 Lake Laurel Road N.E., Milledgeville GA 31061, United States DESCRIPTION: I act as co-trustee along with two other trustees. Our duties are decide how often the trust beneficiary receives income, and how much income as well. We must act in concert on these decisions. 3) CSENGE ADVISORY GROUP POSITION: Advisor NATURE: Provide investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2025 ADDRESS: 292 Lake Laurel Road N.E., Milledgeville GA 31061, United States DESCRIPTION: Investment advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-20 |
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