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Current Employers
Crescent Advisor Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-07
IN RA APPROVED 2008-11-17
  • IL RA
    APPROVED
    Since 2026-04-07
  • IN RA
    APPROVED
    Since 2008-11-17

Branch Locations

Schererville, IN • United States

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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/1988 → Present
    Dimaggio & Robinson, Ltd.
    Chicago, IL
  • 11/2008 → Present
    Crescent Securities Group, Inc.
    Dallas, TX
  • 11/2008 → Present
    Dallas, TX
Previous Registrations
  • 2008-02-28 → 2008-11-21
    Crown Financial Advisors, Llc
    Crown Point, IN
  • 2003-05-01 → 2007-05-16
    Avantax Advisory Services
    Schereville, IN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-22
S63 Uniform Securities Agent State Law Examination 1994-12-28
  • S65 Uniform Investment Adviser Law Examination
    1998-07-22
  • S63 Uniform Securities Agent State Law Examination
    1994-12-28
Other Names
  • Bud Dimaggio

View on SEC IAPD

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