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TS

Terry D. Scharig

CRESCENT SECURITIES GROUP
Plano, TX 75093
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CRD#: 1299211
TS

Professional summary


Terry David Scharig is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1985. Terry has worked at 17 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Terry David Scharig'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

January 30, 2025 - Present

CRESCENT SECURITIES GROUP, INC.

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

December 14, 2012 - January 17, 2025

MOLONEY SECURITIES CO., INC.

BD
CRD#: 38535
MANCHESTER, MO
Past

October 29, 2012 - December 31, 2012

DIMIRAK SECURITIES CORPORATION

BD
CRD#: 150181
VISTA, CA
Past

April 13, 2011 - October 24, 2012

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
RICHMOND, VA
Past

October 19, 2009 - February 4, 2010

ENERGY HUNTER SECURITIES, INC.

BD
CRD#: 131510
HOUSTON, TX
Past

August 28, 2008 - July 1, 2010

NELSONREID, INC.

BD
CRD#: 45503
HOUSTON, TX
Past

November 5, 2007 - July 23, 2008

ROCKWELL GLOBAL CAPITAL LLC

BD
CRD#: 142485
LAKEMARY, FL
Past

March 3, 2004 - September 25, 2007

SOVEREIGN-AMERICAN SECURITIES, INC.

BD
CRD#: 21727
NAPLES, FL
Past

December 6, 2001 - November 20, 2002

CAMDEN SECURITIES, INC.

BD
CRD#: 18305
LOS ANGELES, CA
Past

May 22, 1998 - December 31, 1999

GREAT NATION INVESTMENT CORPORATION

BD
CRD#: 19981
AMARILLO, TX
Past

September 21, 1995 - February 20, 1998

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

September 28, 1994 - July 10, 1995

BIRCHTREE FINANCIAL SERVICES LLC

BD
CRD#: 15014
MINNEAPOLIS, MN
Past

September 17, 1991 - October 3, 1994

AMERICAN INVESTORS GROUP, INC.

BD
CRD#: 10020
MINNETONKA, MN
Past

May 22, 1986 - September 24, 1991

A. B. CULBERTSON AND COMPANY

BD
CRD#: 6870
FORT WORTH, TX
Past

January 18, 1986 - June 3, 1986

FIRST CAPITAL INVESTMENT CORPORATION

BD
CRD#: 6811
Past

October 11, 1985 - November 5, 1985

MCNEIL SECURITIES CORPORATION

BD
CRD#: 5907
Past

February 20, 1985 - August 5, 1985

WADDELL & REED

BD
CRD#: 866

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
Missouri
(1/30/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/19/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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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