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Ross Fredrick Brannon

CRESCENT SECURITIES GROUP
PLANO, TX
·CRD# 5875036·15 years experience

Professional Summary

Ross Fredrick Brannon, who also goes by Ross F Brannon, Ross Frederick Brannon, is a registered financial advisor currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas. Ross is registered as a RR (Registered Representative) and started their career in finance in 2011. Ross has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ross F Brannon, Ross Frederick Brannon

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

CRESCENT SECURITIES GROUP, INC.·CRD# 114993
BD
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
July 7, 2026 - Present
REALTA INVESTMENT ADVISORS, INC·CRD# 134952
RIA
Tallahassee, FL
March 20, 2023 - July 6, 2026
REALTA EQUITIES, INC.·CRD# 23769
BD
Tallahassee, FL
March 20, 2023 - July 6, 2026
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Tallahassee, FL
March 22, 2012 - March 15, 2023
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Tallahassee, FL
March 31, 2011 - March 15, 2023

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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)

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

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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 Event

2

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) Power of Attorney for my wife, Start: 09/02/2011, Address: 3903 Dunleer Ct Tallahassee, FL 32309, 0 total hours per month, not investment related, No compensation. 2) Ross Brannon Financial Advisor LLC-LLC used for tax and employment (staff) purposes, start: 11/07/2019, Address: 3664 Coolidge Ct, Tallahassee, FL 32311, 0 total hours per month, not investment related, No compensation. 3) Realta Investment Advisors, Inc., Start 3/14/2023, 1201 N. Orange Street, Ste 729 Wilmington, DE 19801, Investment Advisory Services, Investment Advisor Representative, www.realtawealth.com, Compensation: Advisory Fees, 50 hours per week during normal trading hours. 4) Brannon Equipment Rental, LLC, start: 12/22/2023, Purchasing heavy equipment to be added to equipment share platform, Owner, Compensation: Fee from rental equipment, 40 hours per week during normal trading hours. 5) Tax Alpha Title, LLC dba (to include all Tax Alpha Entities: Tax Alpha Solutions, LLC, Tax Alpha Title, LLC, and Tax Alpha Institute), not investment related, Plano, TX, start date 11/2023, educating CPAs, tax and real estate attorney's and investment advice to clients, www.taxalphatitle.com, Managing Director, commissions paid through the broker dealers and fees paid through the RIA, 40 hours per week during normal trading hours.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/16/2026)
RR
Alaska
(7/7/2026)
RR
Arizona
(7/7/2026)
RR
Arkansas
(7/7/2026)
RR
California
(7/7/2026)
RR
Colorado
(7/7/2026)
RR
Connecticut
(7/7/2026)
RR
Delaware
(7/16/2026)
RR
Florida
(7/7/2026)
RR
Georgia
(7/7/2026)
RR
Hawaii
(7/7/2026)
RR
Illinois
(7/7/2026)
RR
Kansas
(7/7/2026)
RR
Louisiana
(7/7/2026)
RR
Maine
(7/7/2026)
RR
Maryland
(7/7/2026)
RR
Massachusetts
(7/7/2026)
RR
Michigan
(7/7/2026)
RR
Minnesota
(7/7/2026)
RR
Mississippi
(7/7/2026)
RR
Missouri
(7/7/2026)
RR
Montana
(7/7/2026)
RR
Nebraska
(7/7/2026)
RR
Nevada
(7/7/2026)
RR
New Jersey
(7/7/2026)
RR
New York
(7/7/2026)
RR
North Carolina
(7/7/2026)
RR
Ohio
(7/7/2026)
RR
Oklahoma
(7/7/2026)
RR
Oregon
(7/7/2026)
RR
Pennsylvania
(7/7/2026)
RR
South Carolina
(7/7/2026)
RR
Tennessee
(7/7/2026)
RR
Texas
(7/7/2026)
RR
Utah
(7/7/2026)
RR
Virginia
(7/7/2026)
RR
Washington
(7/7/2026)
RR
West Virginia
(7/7/2026)
RR
Wyoming
(7/7/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2012About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2015About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2011About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ross Fredrick Brannon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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