MP
Mark V. Petersen
CRESCENT ADVISOR GROUP
Arlington, TX
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CRD#: 1398258
MP
Professional summary
Mark Vincent Petersen, who also goes by Mark V Petersen, Mark VIncent Peterson, is a registered financial advisor currently at CRESCENT ADVISOR GROUP, INC. located in Arlington, Texas and CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Mark has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark V Petersen | Mark Vincent Peterson
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.
Another Story, Inc. Not investment related. 2711 Katherine Ct., Arlington, TX 76016. Non-profit educational and advocacy organization. Vice President. 7/2021. 4 hours/month, none during trading hours. Consulting. Canon Investments LLC. Not investment related. 2711 Katherine Ct., Arlington, TX 76016. Real Estate Develo Secretary. 03/2017. 8 hours/month, 4 during trading hours. Business Operations. Roof Top Development Near the Pearl LLC. Not investment related. 8000 IH-1O V Ste. 1500, San Antonio, TX 78230. Real Estate Development. Managing Member. 06/2018. 8 hours/month, 4 during trading hours. Business Operations. REVEAL Su Not investment related. 12 Avenue Twenty, Trophy Club, TX 76262. Advisory Board Member. 05/2019. 4 hours/ month, none during trading hours. Consult on bus operations. Sensus Capital Group, LLC. Investment related. 8000 IH-10 West, Ste. 1500, San Antonio, TX 78230. President & Managing Member. Small business cor and business development. 05/30/2018. 40 hours/month, 30 during trading hours. Manage business activities and consult on projects. Three Folks Pictures, Inc. N investment related. 2711 Katherine Cr., Arlington, TX 76016. Vice President. 03/2001. 6 hours/month, none during trading hours. Consulting and financial reportin TMark, a partnership. Investment related. 2395 Ashton Rd., Burkburnett, TX 76354. General Partner. 02/2000. 4 hours/month, none during trading hours. Busines operations.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Vincent Petersen's 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®
NoneExperience
Current
August 29, 2025 - Present
CRESCENT ADVISOR GROUP, INC.
RIA
CRD#: 115974
Arlington, TX
Current
August 4, 2025 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093BD
CRD#: 114993
Plano, TX
Past
August 23, 2024 - August 1, 2025
GREEN VISTA CAPITAL, LLC
BD
CRD#: 293630
WINTER PARK, FL
Past
May 18, 2022 - December 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
ARLINGTON, TX
Past
May 18, 2022 - December 31, 2023
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
ORLANDO, FL
Past
August 18, 2020 - December 31, 2021
COLORADO FINANCIAL SERVICE CORPORATION
RIA
CRD#: 104343
Arlington, TX
Past
August 17, 2020 - December 31, 2021
COLORADO FINANCIAL SERVICE CORPORATION
BD
CRD#: 104343
CENTENNIAL, CO
Past
October 2, 2017 - July 21, 2020
EMERSON EQUITY LLC
RIA
CRD#: 130032
Arlington, TX
Past
May 27, 2015 - July 21, 2020
EMERSON EQUITY LLC
BD
CRD#: 130032
Irving, TX
Past
March 1, 2012 - February 27, 2015
PROVASI CAPITAL PARTNERS LP
BD
CRD#: 119539
ADDISON, TX
Past
September 19, 2008 - July 16, 2010
FS INVESTMENT SOLUTIONS, LLC
BD
CRD#: 145244
ORLANDO, FL
Past
May 14, 2008 - August 18, 2008
FUNDS PLACEMENT GROUP, LLC
BD
CRD#: 145840
DALLAS, TX
Past
May 8, 2007 - May 15, 2008
WILLIAM BLAIR
RIA
CRD#: 1252
CHICAGO, IL
Past
May 8, 2007 - May 15, 2008
WILLIAM BLAIR
BD
CRD#: 1252
CHICAGO, IL
Past
November 1, 2006 - May 1, 2007
JESUP & LAMONT SECURITIES CORP
BD
CRD#: 39056
NEW YORK, NY
Past
July 14, 2004 - October 19, 2005
CNL INSTITUTIONAL ADVISORS, INC.
RIA
CRD#: 128972
ORLANDO, FL
Past
July 16, 1990 - October 19, 2005
CNL SECURITIES CORP.
BD
CRD#: 10356
ORLANDO, FL
Past
October 25, 1988 - March 27, 1990
EQUUS SECURITIES INCORPORATED
BD
CRD#: 16285
Past
September 20, 1985 - August 17, 1988
VMS SECURITIES, INC.
BD
CRD#: 14648
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CRESCENT ADVISOR GROUP, INC.
CASTLE FINANCIAL, LLC. | VALAD PLUS INVESTMENT ADVISORS | LOWELL WEALTH MANAGEMENT | INTEGRITY CAPITAL ADVISORY, LLC | HAST FINANCIAL GROUP | CRESCENT ADVISOR GROUP, INC.
CRD#: 115974 / SEC#: 801-127131
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)California
Registered Investment Advisory firm - (2/8/2023 Terminated)Florida
Registered Investment Advisory firm - (1/9/2023 Terminated)Illinois
Registered Investment Advisory firm - (1/9/2023 Terminated)Indiana
Registered Investment Advisory firm - (1/10/2023 Terminated)Texas
Registered Investment Advisory firm - (1/9/2023 Terminated)Virginia
Registered Investment Advisory firm - (12/10/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Texas(8/4/2025)
IAR
Texas(8/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CRESCENT ADVISOR GROUP, INC.
CASTLE FINANCIAL, LLC. | VALAD PLUS INVESTMENT ADVISORS | LOWELL WEALTH MANAGEMENT | INTEGRITY CAPITAL ADVISORY, LLC | HAST FINANCIAL GROUP | CRESCENT ADVISOR GROUP, INC.
CRD#: 115974 / SEC#: 801-127131
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)California
Registered Investment Advisory firm - (2/8/2023 Terminated)Florida
Registered Investment Advisory firm - (1/9/2023 Terminated)Illinois
Registered Investment Advisory firm - (1/9/2023 Terminated)Indiana
Registered Investment Advisory firm - (1/10/2023 Terminated)Texas
Registered Investment Advisory firm - (1/9/2023 Terminated)Virginia
Registered Investment Advisory firm - (12/10/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Mailing Address
Phone number
(972) 490-0150
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (7 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 467 |
| AUM (Assets Under Management) | $ 282,987,504 |
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.
