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JB

Johnny Borrelli

CRESCENT SECURITIES GROUP
PLANO, TX 75093
Some features on this profile are disabled
CRD#: 6788697
JB
Johnny BorrelliCRESCENT SECURITIES GROUP

Professional summary

Johnny Borrelli is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

Johnny is registered as a RR (Registered Representative) and started their career in finance in 2017. Johnny has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

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 Johnny Borrelli'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

July 6, 2026 - Present

CRESCENT SECURITIES GROUP, INC.

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

November 30, 2023 - July 7, 2026

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
Wylie, TX
Past

November 30, 2023 - July 7, 2026

REALTA EQUITIES, INC.

BD
CRD#: 23769
WILMINGTON, DE
Past

June 2, 2023 - December 1, 2023

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
Plano, TX
Past

November 12, 2020 - December 7, 2023

BANGERTER FINANCIAL SERVICES, INC.

RIA
CRD#: 171939
ROSEVILLE, CA
Past

October 30, 2020 - December 1, 2023

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Roseville, CA
Past

November 29, 2018 - November 2, 2020

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
WOODLAND HILLS, CA
Past

October 11, 2018 - November 2, 2020

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WOODLAND HILLS, CA
Past

December 12, 2017 - September 14, 2018

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
CANOGA PARK, CA
Past

July 13, 2017 - September 14, 2018

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
CANOGA PARK, CA

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
(7/6/2026)
RR
Arizona
(7/6/2026)
RR
Arkansas
(7/6/2026)
RR
California
(7/6/2026)
RR
Colorado
(7/6/2026)
RR
Florida
(7/6/2026)
RR
Georgia
(7/6/2026)
RR
Illinois
(7/6/2026)
RR
Louisiana
(7/6/2026)
RR
Maryland
(7/6/2026)
RR
Nevada
(7/6/2026)
RR
New York
(7/6/2026)
RR
North Carolina
(7/6/2026)
RR
Ohio
(7/6/2026)
RR
Oklahoma
(7/6/2026)
RR
Pennsylvania
(7/6/2026)
RR
South Carolina
(7/6/2026)
RR
Virginia
(7/6/2026)
RR
Washington
(7/6/2026)
RR
West Virginia
(7/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/13/2017
General Securities 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)

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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