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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

JONATHAN PETER SOWA

Advisor at CSENGE ADVISORY GROUP, LLC

AUSTIN, TX | CLEARWATER, FL | Brentwood, TN

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Search this name across graphsid dfx:ria:af141ec9-3d62-d5e7-8c5e-574650343ee7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Nov 4, 2005 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CSENGE ADVISORY GROUP, LLC
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: Apr 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Apr 12, 2005
First registration: Nov 4, 2005
Dual registered: yes, broker-dealer
Other names: JON SOWA
IAPD individual key: 4888677

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Nov 3, 2025	n/a	yes	Brentwood, TN\|AUSTIN, TX	Current employment
CSENGE ADVISORY GROUP, LLC	Independent wealth	Feb 25, 2019	n/a	yes	CLEARWATER, FL\|Brentwood, TN	Current employment
LION STREET ADVISORS, LLC	Former SEC adviser	Jul 31, 2018	Nov 3, 2025	no	Brentwood, TN\|AUSTIN, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 8, 2012	Jul 31, 2018	no	MEMPHIS, TN\|FRANKLIN, TN\|MEMPHIS, TN	Previous registration
PRIVATE CLIENT LLC	Former SEC adviser	Jan 12, 2012	Jun 14, 2012	no	MEMPHIS, TN	Previous registration
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC	Former SEC adviser	Jan 4, 2011	Nov 18, 2011	no	FRANKLIN, TN	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 28, 2008	Dec 7, 2009	no	BRENTWOOD, TN	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	May 1, 2007	Mar 11, 2008	no	NASHVILLE, TN\|BRENTWOOD, TN	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Nov 4, 2005	Oct 5, 2006	no	NASHVILLE, TN\|FRANKLIN, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LION STREET ADVISORS, LLC	CSENGE ADVISORY GROUP, LLC	Nov 3, 2025	Feb 25, 2019	-2,443	Firm change after gap	Ibd to RIA
FSC SECURITIES CORPORATION	LION STREET ADVISORS, LLC	Jul 31, 2018	Jul 31, 2018	0	Firm change	Ibd to ibd
PRIVATE CLIENT LLC	FSC SECURITIES CORPORATION	Jun 14, 2012	Feb 8, 2012	-127	Firm change after gap	Other
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC	PRIVATE CLIENT LLC	Nov 18, 2011	Jan 12, 2012	55	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC	Dec 7, 2009	Jan 4, 2011	393	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	SECURIAN FINANCIAL SERVICES, INC.	Mar 11, 2008	Apr 28, 2008	48	Firm change	Other
EQUITABLE ADVISORS, LLC	SUNTRUST INVESTMENT SERVICES, INC.	Oct 5, 2006	May 1, 2007	208	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
167610:131167:TX:2025-11-03	Nov 3, 2025	Feb 25, 2019	AUSTIN, TX	Firm change after gap
7461:167610:TN:2018-07-31	Jul 31, 2018	Jul 31, 2018	MEMPHIS, TN	Firm change

Relationships

Registered with (9)

→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: current employment
Nov 3, 2025 to presentfactForm ADV
→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Feb 25, 2019 to presentfactForm ADV
→ LION STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 31, 2018 to Nov 3, 2025factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 8, 2012 to Jul 31, 2018factForm ADV
→ PRIVATE CLIENT LLCRegistered adviserregistration: previous registration
Jan 12, 2012 to Jun 14, 2012factForm ADV
→ HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 4, 2011 to Nov 18, 2011factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 28, 2008 to Dec 7, 2009factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 1, 2007 to Mar 11, 2008factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 4, 2005 to Oct 5, 2006factForm ADV

Dated events

Occurred
Nov 3, 2025
Advisor changed firm
Jonathan Peter Sowa left Lion Street Advisors, Llc for Csenge Advisory Group, Llc (registered 2019-02-25)
Form ADVobserved 6 days ago