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4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-20 |
Branch Locations
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usssa Inc. | Melbourne | FL | 04/2005 | 12/2023 |
| Crescent Advisor Group, Inc. | Plano | TX | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
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