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4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-07 |
| IN | RA | APPROVED | 2008-11-17 |
Branch Locations
Schererville, IN • United States
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Dimaggio & Robinson, Ltd. | Chicago | IL | 11/1988 | Present |
| Crescent Securities Group, Inc. | Dallas | TX | 11/2008 | Present |
| Crescent Advisor Group, Inc. | Dallas | TX | 11/2008 | Present |
DIMAGGIO & ROBINSON, LTD. NOT INVESTMENT RELATED. 422 N. NORTHWEST HIGHWAY, SUITE 180, PARK RIDGE, IL, 60068. TAX ACCOUNTING/BUSINESS CONSULTATION SERVICES. PARTNER. 12/2000. 40HRS MONTH/20 DURING TRADING HOURS. CPA. HR ONE SOURCE, INC. NOT INVESTMENT RELATED. 140 S. DEARBORN ST., SUITE 1603 CHICAGO, IL. PROFESSIONAL EMPLOYER ORGANIZATION. PRESIDENT. 1/2014. 20HOURS/MONTH, 10 DURING TRADING HOURS. HUMAN RESOURCES SERVICES FIRM. INVEST AMERICA FINANCIAL SERVICES. NOT INVESTMENT RELATED. 140 S. DEARBORN ST., SUITE 1603 CHICAGO, IL. ADMINISTRATIVE COMPANY FOR BOOKKEEPING. PRESIDENT. 9/1994. LESS THAN 4 HOURS/MONTH, 0 DURING TRADING HOURS. TRADITIONAL BOOKKEEPING/ACCOUNTING. FINANCIAL ADVANTAGE CORPORATION. NOT INVESTMENT RELATED. 140 S. DEARBORN ST., SUITE 1603 CHICAGO, IL. HOLDING COMPANY. PRESIDENT. 11/2000. LESS THAN 4 HOURS/MONTH, 0 DURING TRADING HOURS. PARENT HOLDING COMPANY FOR SUBSIDIARIES. VICTOR J. DIMAGGIO HEALTH INSURANCE. NOT INVESTMENT RELATED. 1314 MCCOY DR., SCHEREVILLE, IN. HEALTH INSURANCE SALES. Independent contractor. 3/2006. 4 HOURS/MONTH, 0 DURING TRADING HOURS. Crescent Securities Group, Inc. Investment related. 8750 N. Central Expy #750 Dallas, TX 75231. Registered Representative. 11/2008. 0 hours/month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-28 |
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