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RS

Robert T. Stidham

CRESCENT SECURITIES GROUP
Plano, TX 75093
Some features on this profile are disabled
CRD#: 1244011
RS

Professional summary


Robert Timothy Stidham, who also goes by Tim Stidham, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 25 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 22, Series 6, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Stidham

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) - BD


Click below to view Robert Timothy Stidham's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 2, 2024 - Present

CRESCENT SECURITIES GROUP, INC.

Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093
BD
CRD#: 114993
Plano, TX
Past

March 14, 2024 - August 9, 2024

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
San Clemente, CA
Past

July 31, 2023 - March 13, 2024

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
San Clemente, CA
Past

September 28, 2021 - May 31, 2023

COMMONGOOD SECURITIES LLC

BD
CRD#: 289317
Manhattan Beach, CA
Past

April 17, 2018 - August 26, 2021

PFM FUND DISTRIBUTORS, INC.

BD
CRD#: 114474
LOS ANGELES, CA
Past

June 15, 2017 - March 16, 2018

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

RIA
CRD#: 108153
Laguna Niguel, CA
Past

July 31, 2014 - June 12, 2017

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
EL SEGUNDO, CA
Past

April 18, 2013 - July 28, 2014

MELLON INVESTMENTS CORPORATION

RIA
CRD#: 105764
AUSTIN, TX
Past

March 14, 2013 - July 22, 2014

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
AUSTIN, TX
Past

August 2, 2011 - February 5, 2013

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

May 20, 2008 - July 13, 2011

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

February 22, 2007 - May 3, 2008

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

March 16, 2005 - November 8, 2006

RCM DISTRIBUTORS LLC

BD
CRD#: 120500
SAN FRANCISCO, CA
Past

September 15, 2003 - June 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 3, 2002 - September 25, 2003

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
NEW YORK, NY
Past

December 3, 2002 - September 25, 2003

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
NEW YORK, NY
Past

November 1, 2001 - September 3, 2002

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
MEMPHIS, TN
Past

April 3, 2001 - November 5, 2001

PACIFIC AMERICAN SECURITIES, LLC

BD
CRD#: 42999
SAN DIEGO, CA
Past

April 1, 1999 - February 1, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 4, 1998 - April 6, 1999

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 3, 1995 - December 8, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 12, 1992 - May 9, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 8, 1990 - June 19, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 14, 1988 - April 16, 1990

DAIWA CAPITAL MARKETS AMERICA INC.

BD
CRD#: 1576
NEW YORK, NY
Past

January 1, 1988 - May 13, 1988

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
Past

June 6, 1985 - April 23, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

January 23, 1985 - May 28, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 12, 1984 - October 12, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/2/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/16/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 2/25/2013
NFA Branch Manager Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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#: 114993Plano, TX 75093

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