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JD

John M. Donnelly

CRESCENT SECURITIES GROUP
Plano, TX 75093
Some features on this profile are disabled
CRD#: 4838854
JD

Professional summary

John Mark Donnelly is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

John is registered as a RR (Registered Representative) and started their career in finance in 2004. John has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 26 exams.

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 John Mark Donnelly'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

April 1, 2026 - Present

CRESCENT SECURITIES GROUP, INC.

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

May 4, 2023 - April 2, 2026

DALMORE GROUP LLC

BD
CRD#: 136352
Fort Lauderdale, FL
Past

April 4, 2017 - June 29, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
VENICE, FL
Past

January 4, 2017 - June 29, 2021

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
VENICE, FL
Past

October 12, 2015 - December 13, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
PLYMOUTH, MN
Past

January 29, 2014 - October 15, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
PLYMOUTH, MN
Past

March 21, 2007 - October 15, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PLYMOUTH, MN
Past

September 3, 2004 - April 2, 2007

FIRST FOUNDERS SECURITIES, INC.

BD
CRD#: 128624
TAMPA, FL

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
Alabama
(4/3/2026)
RR
Alaska
(4/2/2026)
RR
California
(4/2/2026)
RR
Colorado
(4/2/2026)
RR
Connecticut
(4/2/2026)
RR
Delaware
(4/2/2026)
RR
District of Columbia
(4/1/2026)
RR
Florida
(4/1/2026)
RR
Georgia
(4/6/2026)
RR
Hawaii
(4/2/2026)
RR
Idaho
(4/3/2026)
RR
Illinois
(4/1/2026)
RR
Indiana
(4/2/2026)
RR
Iowa
(4/6/2026)
RR
Kansas
(4/2/2026)
RR
Kentucky
(4/1/2026)
RR
Louisiana
(4/2/2026)
RR
Maine
(4/2/2026)
RR
Massachusetts
(4/2/2026)
RR
Michigan
(4/1/2026)
RR
Minnesota
(4/2/2026)
RR
Mississippi
(4/1/2026)
RR
Missouri
(4/3/2026)
RR
Montana
(4/1/2026)
RR
Nebraska
(4/1/2026)
RR
Nevada
(4/2/2026)
RR
New Hampshire
(4/2/2026)
RR
New Jersey
(4/1/2026)
RR
New Mexico
(4/6/2026)
RR
New York
(4/3/2026)
RR
North Carolina
(4/6/2026)
RR
North Dakota
(4/6/2026)
RR
Ohio
(4/2/2026)
RR
Oklahoma
(4/1/2026)
RR
Pennsylvania
(4/6/2026)
RR
Rhode Island
(4/2/2026)
RR
South Carolina
(4/1/2026)
RR
South Dakota
(4/7/2026)
RR
Tennessee
(4/2/2026)
RR
Texas
(4/6/2026)
RR
Utah
(4/2/2026)
RR
Vermont
(4/2/2026)
RR
Virginia
(4/2/2026)
RR
Washington
(4/1/2026)
RR
West Virginia
(4/6/2026)
RR
Wisconsin
(4/1/2026)
RR
Wyoming
(4/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/2/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/26/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/1/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/2/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/26/2022
Investment Company Products/Variable Contracts Principal Examination
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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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