Alan Bruce Lancz

Current Employers

Employment History

• 01/1985 → Present
  Alan B Lancz & Associates Inc
  Toledo, OH
• 12/2015 → 12/2018
  International Assets Advisory, Llc
  Toledo, OH
• 01/2019 → Present
  Crescent Securities Group, Inc.
  Dallas, TX

Other Businesses

1) ALAN B LANCZ & ASSOCIATES INC. INVESTMENT RELATED. 3435 N REYNOLDS RD TOLEDO OH 43615, INDEPENDENT REGISTERED INVESTMENT ADVISORY FIRM - PRESIDENT/RIA SINCE 1982 - APPROX 280 HRS/MO - MANAGE RIA 2) LANCZ GLOBAL LLC INVESTMENT RELATED. 3423 N REYNOLDS RD TOLEDO OH 43615 - SUBSCRIPTION BASED INDEPENDENT RESEARCH - DIRECTOR OF RESEARCH SINCE 1986 - APPROX 100 HRS/MO - ORIGINATE INDEPENDENT RESEARCH AND ANALYSIS 3) PRO DATA, LLC. INVESTMENT RELATED. 3423 N REYNOLDS RD TOLEDO, OH 43615 - MANAGE AND OPERATE REAL ESTATE ASSETS. MANAGING MEMBER SINCE 12/2010 - APPROX 20 HRS/MO - OVERSEE OPERATIONS. 4) TRINITY PLACE LLC. INVESTMENT RELATED. 3423 N REYNOLDS TOLEDO OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 06/2010 - APPROX 2 HRS/MO. NO DUTIES. 5) UNIVERSITY TOWERS LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 11/2011 - APPROX 2 HRS/MO. NO DUTIES. 6) PREMIER PROPERTY OF BRANDON, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 08/2012 - APPROX 2 HRS/MO. NO DUTIES. 7) HUNTSVILLE TOWER, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615 - OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 08/2013. APPROX 2 HRS/MO. NO DUTIES 8) LEM TURNER, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 08/2013 - APPROX. 2 HRS/MO. NO DUTIES. 9) RIVERWOOD CROSSING, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 03/2014 - APPROX 2 HRS/MO. NO DUTIES. 10) MONFIELD LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 03/2015 - APPROX. 2 HRS/MO. NO DUTIES. 11) GLOBAL METRICS, LLC. NOT INVESTMENT RELATED. 2400 N REYNOLDS ROAD TOLEDO, OH 43615 - NATIONAL TRACK AND TRACE COMPANY - MEMBER SINCE 03/2018. APPROX 1-2 HRS/MO. PROVIDE STRATEGIC LEADERSHIP. 12) INFINITRAK 2.0 LLC. NOT INVESTMENT RELATED. 3435 N REYNOLDS ROAD TOLEDO, OH 43615 - OPERATIONS OF TRACK AND TRACE COMPANY - MEMBER SINCE 03/2018. APPROX 2 HRS/MO. PROVIDE STRATEGIC LEADERSHIP. 13) CONTRARIAN ASSETS PARTNERSHIP. INVESTMENT RELATED. 3435 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS PARTIAL INTEREST IN DRILLING PROGRAM. PARTNER. 12/19. APPROX 2 HOURS/MO. 14) TRINTURN LLP. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. PARTIAL OWNER OF REAL ESTATE. MEMBER SINCE 7/19. APPROX 2 HOURS/MO. 15) Contrarian Assets 2 Partnership. Investment related. 3435 N. Reynolds Rd., Toledo OH 43615. Owns partial interest in drilling program. Partner. December 2020. 0 hours. 16) Better Risk Reward, LLC. Investment related, 3423 N REYNOLDS ROAD TOLEDO, OH 43615, AI related research, PARTNER, 10/25, Approximately 2 hours per month, zero during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-06-18