Bradley Edwin Phelan

Current Employers

Crescent Advisor Group, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-08-29

TX RA
APPROVED

Since 2016-08-29

Branch Locations

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

Organization	City	State	From	To
Crescent Advisor Group, Inc.	Dallas	TX	07/2016	Present
Self Employed--Gj 627, Inc.	Dallas	TX	07/2016	Present

07/2016 → Present

Crescent Advisor Group, Inc.

Dallas, TX
07/2016 → Present

Self Employed--Gj 627, Inc.

Dallas, TX

Other Businesses

GJ 627, Inc. Not investment related. 6321 Lange Circle, Dallas, TX 75214. Consulting. Owner and only shareholder. 07/2016. 40-80 hours/month. 30-60 during trading hours. Consulting with business owners regarding strategy, processes, planning, etc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-27

S65 Uniform Investment Adviser Law Examination

2016-08-27

View on SEC IAPD

Current Employers

Crescent Advisor Group, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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