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4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-11-05 |
Branch Locations
8750 N Central Expy Suite 750, Dallas, TX 75231 • United States
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescent Securities Group Inc | Plano | TX | 12/2001 | Present |
| Crescent Advisor Group Inc | Plano | TX | 12/2001 | Present |
| D2 Equity Holdings, Inc. | Plano | TX | 12/2001 | Present |
SOVEREIGN EQUITY INSURANCE AGENCY. NOT INVESTMENT RELATED. 4975 Preston Park Blvd #820., Plano, TX 75093. INSURANCE SALES. PRESIDENT. 2003. 4 HOURS/MONTH, ALL DURING TRADING HOURS. OVERSEE INSURANCE AGENCY. CRESCENT Securities GROUP, INC. INVESTMENT RELATED. 4975 Preston Park Blvd. #820, Plano, TX 75093. Broker/Dealer. PRESIDENT. Also a registered representative. 04/2002. 200 HOURS/MONTH, 150 DURING TRADING HOURS. OVERSEE AND MANAGE B/D. SOVEREIGN EQUITY MANAGEMENT, INC. INVESTMENT RELATED. 4975 Preston Park Blvd. #820, Plano, TX 75093. PRESIDENT. GENERAL PARTNER OF LIMITED PARTNERSHIP. 2002. 15 HOURS/MONTH, 8 DURING TRADING HOURS. MANAGE PARTNERSHIP INVESTMENTS. D2 Equity HOLDINGS, INC. NOT INVESTMENT RELATED. 4975 Preston Park Blvd. #820, Plano, TX 75093. HOLDING COMPANY FOR FINANCIAL SERVICES COMPANIES. PRESIDENT. 2001. 12 HOURS/MONTH, 8 DURING TRADING HOURS. MANAGE BUSINESSES. Crescent Advisor Group, Inc. Investment related. 4975 Preston Park Blvd. #820, Plano, TX 75093. RIA. President. 12/2001. 200 Hours/Month, 150 during trading hours. Crescent Consulting Services, LLC. Indirectly investment related. 4975 Preston Park Blvd. #820, Plano, TX 75093. Consulting regarding capital raising for other companies. Managing Member. 09/2024. 20 hours/month, 10 during trading hours. Oversee a team of professionals that advise companies in preparing to seek outside capital for their business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-21 |
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