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Current Employers
Crescent Advisor Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-04
  • TX RA
    APPROVED
    Since 2018-01-04

Branch Locations

Dallas, TX • United States

4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • 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
Institutional Securities Corp Dallas TX 03/2013 12/2017
Crescent Securities Group, Inc. Plano TX 01/2018 Present
  • 03/2013 → 12/2017
    Institutional Securities Corp
    Dallas, TX
  • 01/2018 → Present
    Crescent Securities Group, Inc.
    Plano, TX
Previous Registrations
  • 2013-03-21 → 2018-01-02
    Dallas, TX
  • 2008-01-18 → 2013-12-31
    Institutional Securities Corporation
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
  • 2006-01-10 → 2011-03-28
    Fetterman Investments, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-08
S63 Uniform Securities Agent State Law Examination 1982-06-29
  • S65 Uniform Investment Adviser Law Examination
    1994-08-08
  • S63 Uniform Securities Agent State Law Examination
    1982-06-29

View on SEC IAPD

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