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Current Employers
Csenge Advisory Group, Llc

4755 East Bay Drive, Clearwater, FL 33764 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-20
  • TX RA
    APPROVED
    Since 2022-10-20

Branch Locations

4755 East Bay Drive, Clearwater, FL 33764 • United States

Mckinney, TX • 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
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Sherwood AR 05/2022 09/2022
World Financial Group, Inc. Sherwood AR 09/2021 09/2022
Urban Tree Merchants Arlington TX 03/2021 06/2021
Student Scottsburg IN 08/2002 12/2018
Midnight Oil Coffeehouse Searcy AR 12/2018 02/2021
Travel Fort Worth TX 02/2021 03/2021
Travel Saint Louis MO 06/2021 07/2021
Blueprint Coffee Company Saint Louis MO 07/2021 09/2021
Burptree Llc Searcy AR 10/2021 Present
Student Searcy AR 08/2019 09/2020
Whistle Stop Bbq Searcy AR 09/2016 03/2019
Home Depot Searcy AR 05/2017 07/2017
Home Depot Cabot AR 02/2018 03/2018
Instacart Searcy AR 03/2021 04/2021
Doordash Searcy AR 01/2021 03/2021
Midnight Oil Coffeehouse Searcy AR 09/2021 01/2022
Shawmut Services Llc Searcy AR 06/2022 08/2022
Popl Co Searcy AR 07/2022 01/2023
Lion Street Financial Memphis TN 09/2022 Present
Csenge Advisory Group. Frisco TX 10/2022 Present
Integrity Alliance, Llc. Memphis TN 11/2025 Present
  • 05/2022 → 09/2022
    Transamerica Financial Advisors, Inc
    Sherwood, AR
  • 09/2021 → 09/2022
    World Financial Group, Inc.
    Sherwood, AR
  • 03/2021 → 06/2021
    Urban Tree Merchants
    Arlington, TX
  • 08/2002 → 12/2018
    Student
    Scottsburg, IN
  • 12/2018 → 02/2021
    Midnight Oil Coffeehouse
    Searcy, AR
  • 02/2021 → 03/2021
    Travel
    Fort Worth, TX
  • 06/2021 → 07/2021
    Travel
    Saint Louis, MO
  • 07/2021 → 09/2021
    Blueprint Coffee Company
    Saint Louis, MO
  • 10/2021 → Present
    Burptree Llc
    Searcy, AR
  • 08/2019 → 09/2020
    Student
    Searcy, AR
  • 09/2016 → 03/2019
    Whistle Stop Bbq
    Searcy, AR
  • 05/2017 → 07/2017
    Home Depot
    Searcy, AR
  • 02/2018 → 03/2018
    Home Depot
    Cabot, AR
  • 03/2021 → 04/2021
    Instacart
    Searcy, AR
  • 01/2021 → 03/2021
    Doordash
    Searcy, AR
  • 09/2021 → 01/2022
    Midnight Oil Coffeehouse
    Searcy, AR
  • 06/2022 → 08/2022
    Shawmut Services Llc
    Searcy, AR
  • 07/2022 → 01/2023
    Popl Co
    Searcy, AR
  • 09/2022 → Present
    Lion Street Financial
    Memphis, TN
  • 10/2022 → Present
    Csenge Advisory Group.
    Frisco, TX
  • 11/2025 → Present
    Integrity Alliance, Llc.
    Memphis, TN
Previous Registrations
Other Businesses

1 )BURPTREE LLC POSITION: Owner NATURE: BurpTree LLC is a small handcrafted woodworking company owned equally by my brother & I. We sell cutting boards & coasters retail and wholesale on spare time basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2021 ADDRESS: 2005 Audley Bolton Dr., Searcy AR 72143, United States DESCRIPTION: I file the appropriate sales & use tax each month, act as a consultant, and advise on marketing while my brother handles sales and production. My role is very minimal and only requires 2 hours or so per month now. 2) XS24 ONLINE PRINTING POSITION: Owner NATURE: Custom Signs & Apparel Printing on demand for schools, organizations & clubs. These are sold online & shipped direct to them. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 12820 S Memorial, Dr. #105, Bixby OK 74008, United States DESCRIPTION: Business Development / Marketing 3) CSENGE ADVISORY GROUP POSITION: Employee NATURE: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment and financial planning advice for a fee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/20/2022 ADDRESS: 4755 E Bay Dr., Clearwater FL 33764, United States DESCRIPTION: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment & financial planning advice for a fee. 4) NOT TOO FAR POSITION: Employee NATURE: Not2Far is in the telecommunications space, specializing in bringing high-speed internet to the world's most isolated communities. They partner with large organizations to impact under-served people groups. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2024 ADDRESS: 300 E Davis St., #104, McKinney TX 75069, United States DESCRIPTION: I will serve as a fractional analyst for the company helping with the business development, financial modeling, standardization of internal processes& operations, and be general support to the founders. 5) RADIAN PARTNERS POSITION: Employee NATURE: Radian was founded by Larry Tolbert as a collective of partners to provide a team approach for clients. Radian supports its advisory partners with admin, professional development, branding, marketing and coaching. The firm provides services to clients alongside its partners Lion Street Financial, Lion Street Advisors, and Csenge Advisory Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/20/2024 ADDRESS: 6055 Primacy Parkway, Suite 160, Memphis TN 38119, United States DESCRIPTION: I'm a full-time employee of Radian as a support advisor. I facilitate the preparation of financial planning, client reports, client onboarding, technology integration, new business development, and client service requests.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-21
S63 Uniform Securities Agent State Law Examination 2022-05-27
  • S65 Uniform Investment Adviser Law Examination
    2022-06-21
  • S63 Uniform Securities Agent State Law Examination
    2022-05-27

View on SEC IAPD

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