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

CRESCENT ADVISOR GROUP, INC.

Current firm class

independent wealth managerderived

Book size

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

Industry start

Jan 7, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 7, 2011

First registration

Apr 10, 2019

Dual registered

yes, broker-dealer

Other names

CHUCK LANZA

IAPD individual key

5864178

• Occurred

  Jun 26, 2023
  Advisor changed firm

  Charles Louis Lanza left Titan Securities for Crescent Advisor Group, Inc. (registered 2023-07-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3e566292-2bdd-03f4-d3a7-19e1f0ad790b

First observed

Apr 10, 2019

Last observed

Sep 14, 2026 7 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.