This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CSI GROUP ADVISORS, LLC

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Exams

S65

First exam

Oct 4, 2017

First registration

Mar 12, 2009

Dual registered

no

IAPD individual key

5632923

• Occurred

  Mar 24, 2023
  Advisor changed firm

  James Peter Greco left Csi Advisory Group, Ltd for Lpl Financial Llc (registered 2023-01-30)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3c19a3c9-563c-567d-5ad4-d90ec8c79c11

First observed

Mar 12, 2009

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.