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Current Employers
Crescent Advisor Group, Inc.

4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-17
  • TX RA
    APPROVED
    Since 2019-07-17

Branch Locations

Lubbock, TX • United States

4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States

Hj Harrell Investments

Lubbock, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-15
  • TX RA
    APPROVED
    Since 2019-01-15

Branch Locations

Lubbock, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowell And Company Lubbock TX 10/2002 09/2019
Lowell And Company Lubbock TX 10/2002 09/2019
Harrell Investments, Llc Lubbock TX 10/2018 Present
Crescent Securities Group, Inc. Dallas TX 01/2019 Present
Crescent Advisor Group, Inc. Dallas TX 07/2019 Present
  • 10/2002 → 09/2019
    Lowell And Company
    Lubbock, TX
  • 10/2002 → 09/2019
    Lowell And Company
    Lubbock, TX
  • 10/2018 → Present
    Harrell Investments, Llc
    Lubbock, TX
  • 01/2019 → Present
    Crescent Securities Group, Inc.
    Dallas, TX
  • 07/2019 → Present
    Dallas, TX
Previous Registrations
  • 2003-12-04 → 2019-09-10
    Lowell & Company, Inc.
    Lubbock, TX
    Lubbock, TX
    Lubbock, TX
    Lubbock, TX
  • 2002-10-18 → 2003-06-10
    Lowell & Company, Inc.
    Lubbock, TX
Other Businesses

JJJRP LTD- FARM MANAGEMENT FOR HARRELL FARMS LTD HARRELL FARMS LTD-LAND MANAGEMENT ZEA MAYS, INC.- FARMING Hatley Joe Harrell is an independent licensed insurance agent. Hatley Joe Harrell is a registered representative of Crescent Securities Group, Inc. Hatley Joe Harrell is an independent licensed insurance agent. Hatley Joe Harrell is an investment advisor representative of Crescent Securities Group, Inc. as well as of Harrell Investments LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-16
  • S66 Uniform Combined State Law Examination
    2002-10-16
Other Names
  • Joe Harrell
  • Jay Harrell

View on SEC IAPD

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