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Stewart H. Mcnairy

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CRD#: 1043566
SM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stewart Hall Mcnairy, who also goes by Stewart Hall Mcnairy, was a registered financial professional .

Stewart is a previously registered financial professional and started their career in finance in 1983. Stewart had worked at 8 firms and has passed the Series 63, Series 22TO, SIE, Series 62, Series 6 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stewart Hall Mcnairy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 17, 2012 - March 3, 2021

CRESCENT SECURITIES GROUP, INC.

BD
CRD#: 114993
PLANO, TX
Past

August 18, 2003 - December 7, 2009

SOVEREIGN EQUITY MANAGEMENT, INC.

RIA
CRD#: 115938
DALLAS, TX
Past

January 24, 2002 - August 5, 2010

CRESCENT SECURITIES GROUP, INC.

BD
CRD#: 114993
DALLAS, TX
Past

January 29, 1999 - March 26, 2021

STATE STREET ADVISORS, INC.

RIA
CRD#: 112693
PLANO, TX
Past

July 8, 1997 - March 10, 1998

DILLON - GAGE SECURITIES, INC.

BD
CRD#: 10821
ADDISON, TX
Past

March 29, 1990 - November 20, 2000

FLEXVEST SECURITIES GROUP, INC.

BD
CRD#: 20728
DALLAS, TX
Past

May 19, 1987 - April 24, 1989

MATCH-POINT SECURITIES, LLC

BD
CRD#: 17687
NEW ORK, NY
Past

November 8, 1985 - September 1, 1986

STEWART H. MCNAIRY & CO., INC.

BD
CRD#: 16382
Past

December 5, 1983 - May 7, 1985

CHARTER RESERVE EQUITIES COMPANY

BD
CRD#: 14231

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/9/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/20/1995
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 12/6/1982
Non-Member General Securities Examination

Current Firm


CS
CRESCENT SECURITIES GROUP, INC.
CRESCENT SECURITIES GROUP, INC.

CRD#: 114993 / SEC#: , 8-53457

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Mailing Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Phone number
(972) 490-0150
Established
Texas since 04/10/2001
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
D2 EQUITY HOLDINGS, INC.SHAREHOLDER
DUREN, TRAVIS NICKDIRECTOR/PRESIDENT/SECRETARY/CCO1589445
STERLING, DONALD WILLIAMFINOP
TRAVIS, RUSSELL WARRENVICE PRESIDENT2759751

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CRESCENT SECURITIES GROUP, INC.

CRD#: 114993

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