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

Jul 14, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 11, 2013

First registration

Jul 14, 2004

Dual registered

yes, broker-dealer

Other names

MARK VINCENT PETERSON|MARK VINCENT PETERSEN|MARK V PETERSEN

IAPD individual key

1398258

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Mark Vincent Petersen left International Assets Investment Management, Llc for Crescent Advisor Group, Inc. (registered 2025-08-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cac479e7-dc64-cce7-096b-334cbe5e28d9

First observed

Jul 14, 2004

Last observed

Sep 15, 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.