S••••• L• H•••••

Title

Financial Advisorreportedcrescentfinancialgroup.comfirm site, Sep 15, 2026

Designations

AAMS, CRPCreportedcrescentfinancialgroup.comas printed on the bio page, Sep 16, 2026

Boards named

Dunedin Chamber of Commercereportedcrescentfinancialgroup.comphrases on the bio page

Direct business phone

••• Lockedreportedcrescentfinancialgroup.comfirm site, Sep 15, 2026

Professional profile

••• Lockedreportedcrescentfinancialgroup.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• I••••••••• A•••••• A•••••••• L•• i••••••••• wealth current
  since Oct 1, 2018 · Dunedin, Fl
• I••••••••• F•••••••• P••••••• BD affiliated
  Apr 18, 2011 to Oct 2, 2018 · Lithia, Fl
• E••••• J•••• national BD
  Jan 26, 2007 to Apr 7, 2011 · Lakeland, Fl

• I••••••••• F•••••••• P••••••• to I••••••••• A•••••• A•••••••• L••
  left Oct 2, 2018, registered Oct 1, 2018 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
• E••••• J•••• to I••••••••• F•••••••• P•••••••
  left Apr 7, 2011, registered Apr 18, 2011 (11 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

I••••••••• WEALTHderived

Years in industry

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address