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BM

Brody Mcghehey

CRESCENT SECURITIES GROUP
Denver, CO 80237
Some features on this profile are disabled
CRD#: 7402450
BM

Professional summary

Brody Mcghehey, who also goes by Brody Lee Mcghehey, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Denver, Colorado.

Brody is registered as a RR (Registered Representative) and started their career in finance in 2021. Brody has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brody Lee Mcghehey

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 Brody Mcghehey'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: 4643 S. Ulster St. Ste. 1510, Denver, CO 80237
BD
CRD#: 114993
Denver, CO
Past

July 15, 2025 - April 2, 2026

DALMORE GROUP LLC

BD
CRD#: 136352
Denver, CO
Past

March 31, 2025 - July 8, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past

October 18, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past

September 10, 2021 - July 8, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO

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

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/8/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/3/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/7/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/17/2023
General Securities Sales Supervisor - General Module 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
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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#: 114993Denver, CO 80237

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