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JC

Jennifer K. Crowell

CRESCENT SECURITIES GROUP
Plano, TX 75093
Some features on this profile are disabled
CRD#: 5158086
JC

Professional summary

Jennifer Kate Crowell, who also goes by Jennifer Kate Crowell Mrs., Jennifer Kate Santa Maria, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 9 firms and has passed the Series 63, SIE, Series 62 and Series 22 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Kate Crowell Mrs. | Jennifer Kate Santa Maria

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 Jennifer Kate Crowell'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

February 2, 2016 - Present

CRESCENT SECURITIES GROUP, INC.

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

August 17, 2015 - December 11, 2015

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

August 29, 2014 - July 17, 2015

PTX SECURITIES, LLC

BD
CRD#: 7735
PLANO, TX
Past

August 16, 2012 - August 22, 2014

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL
Past

February 28, 2011 - August 9, 2012

TNP SECURITIES, LLC

BD
CRD#: 149178
COSTA MESA, CA
Past

January 7, 2011 - February 14, 2011

BLUEROCK CAPITAL MARKETS LLC

BD
CRD#: 136974
NEW YORK, NY
Past

June 8, 2009 - January 4, 2011

SELECT CAPITAL CORPORATION

BD
CRD#: 145997
PHOENIX, AZ
Past

January 2, 2009 - June 1, 2009

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

July 18, 2006 - September 29, 2008

DBSI SECURITIES CORPORATION

BD
CRD#: 11687
BOISE, ID

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
Idaho
(2/2/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 10/3/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 62
Date: 11/9/2009
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 7/17/2006
Direct Participation Programs Representative 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)
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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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