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4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-03 |
Branch Locations
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescent Securities Group, Inc. | Dallas | TX | 09/2001 | Present |
| Crescent Advisor Group, Inc. | Dallas | TX | 07/2012 | Present |
CRESCENT Securities GROUP, INC. INVESTMENT RELATED. 8750 N. CENTRAL EXPY #750 DALLAS, TX 75231. Vice President, Retail Operations. 09/2001. 180 HOURS/MONTH, 140 DURING TRADING HOURS. Oversee operations of broker/dealer, full time salaried employment. Assist with compliance efforts. Registered Representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-21 |
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