Brody Mcghehey
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brody Mcghehey, who also goes by Brody Lee Mcghehey, was a registered financial professional .
Brody is a previously registered financial professional and started their career in finance in 2021. Brody had worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 9 and Series 10 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2026 - July 9, 2026
CRESCENT SECURITIES GROUP, INC.
July 15, 2025 - April 2, 2026
DALMORE GROUP LLC
March 31, 2025 - July 8, 2025
STRATEGIC ADVISERS LLC
October 18, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 10, 2021 - July 8, 2025
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 9/10/2021
General Securities Representative ExaminationCurrent Firm
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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