Charles Louis Lanza

Current Employers

Employment History

• 07/2011 → 06/2023
  Titan Securities
  Trophy Club, TX
• 06/2023 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 07/2023 → Present
  Crescent Advisor Group, Inc.
  Plano, TX

Previous Registrations

• 2019-04-10 → 2023-06-26
  Titan Securities
  Trophy Club, TX
  Plano, TX

Other Businesses

(1) INTEGRITY CAPITAL ADVISORY LLC; SECURITIES RELATED; DBA NAME; FORMED FOR ADVISOR/REGISTERED REPRESENTATIVE BUSINESS; 119 INVERNESS DRIVE TROPHY CLUB, TX 76262; MANAGING MEMBER; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) MEDICO PS, LLC; NON-SECURITIES RELATED; LOCATED AT 2140 E. SOUTHLAKE BLVD, SUITE L-228 SOUTHLAKE TX 76092; START DATE: 8-19-2013; OUTSIDE INVESTMENT IN SALES & RENTAL OF DURABLE MEDICAL EQUIPMENT; MANAGING MEMBER; APPROX. 2-3 HOURS PER WEEK SOME DURING NORMAL TRADING HORUS. (3) HAST FINANCIAL GROUP (HFG); PARTNER; INVESTMENT ADVISORY SERVICES FOR INSURANCE COMPANY CLIENTS; INVESTMENT-RELATED; FEE BASED COMPENSATION; 5-10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (4) Realta Equities, Inc. Investment Related. 6100 Tennyson Pkwy. Ste 240, Plano, TX 75024. Registered Representative. 06/30/2023. 160 hours/month, all during trading hours. RR for a FINRA registered BD. (5) Crescent Advisors Group; 4975 Preston Park Blvd Ste 820 Plano, TX 75093; RIA business for retail and institutional clients; IAR; fee-based compensation; 5-10 hours per week during normal trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-09
• S63 Uniform Securities Agent State Law Examination
  2011-01-07

Other Names

• Chuck Lanza