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200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2022-04-28 |
| GA | RA | APPROVED | 2015-03-09 |
Branch Locations
200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescent Wealth Management, Inc. | Atlanta | GA | 07/2003 | Present |
| Crescent Wealth Advisory, Llc | Atlanta | GA | 04/2009 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2017 | 02/2020 |
| Lion Street Financial, Llc | Atlanta | GA | 02/2020 | Present |
| M Holdings Securities, Inc. | Portland | OR | 03/2025 | Present |
1)Crescent Wealth Advisory, LLC; 200 Galleria Parkway Suite 1880 Atlanta, GA 30339; Fee Based Investment Advisory; Investment Related; Founder/Partner; Client acquisition and operations of Registered Investment Advisor; 3/9/2015; 40 hours per month; 40 hours per month during trading hours. 2)Crescent Wealth Management, Inc.; 200 Galleria Parkway Suite 1880 Atlanta, Ga 30330; Life Insurance; Investment Related; Partner/Principal; Sales and marketing for fixed life insurance; 8/1/2003; 160 hours per month; 160 hours per month during trading hours. 3)Lion Street; 515 Congress Avenue Suite 2500 Austin, TX 78701; Insurance Producer Group; Investment Related; Owner; Passive Owner; 12/1/2012; 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-18 |
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