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John Christian Endriss

Crescent Wealth Advisory, LLC

Atlanta, GA

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Current Employers
Crescent Wealth Advisory, Llc

200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-21
  • GA RA
    APPROVED
    Since 2024-03-21

Branch Locations

200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339 • 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
M Holding Securities, Inc. Portland OR 04/2005 01/2024
Nease, Lagana, Eden & Culley, Inc. Atlanta GA 04/2005 01/2023
Winged Keel Group Atlanta GA 01/2023 01/2024
Lion Street Financial Atlanta GA 02/2024 Present
Crescent Wealth Advisory, Llc Atlanta GA 02/2024 Present
M Holdings Securities, Inc. Portland OR 12/2024 Present
  • 04/2005 → 01/2024
    M Holding Securities, Inc.
    Portland, OR
  • 04/2005 → 01/2023
    Nease, Lagana, Eden & Culley, Inc.
    Atlanta, GA
  • 01/2023 → 01/2024
    Winged Keel Group
    Atlanta, GA
  • 02/2024 → Present
    Lion Street Financial
    Atlanta, GA
  • 02/2024 → Present
    Crescent Wealth Advisory, Llc
    Atlanta, GA
  • 12/2024 → Present
    M Holdings Securities, Inc.
    Portland, OR
Previous Registrations
Other Businesses

I am a licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-02
S63 Uniform Securities Agent State Law Examination 1996-10-18
  • S65 Uniform Investment Adviser Law Examination
    1999-02-02
  • S63 Uniform Securities Agent State Law Examination
    1996-10-18
Designations

View on SEC IAPD

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EQUITY SERVICES, INC.

Other Investors

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FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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