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Investment Adviser Firm Summary

CSENGE ADVISORY GROUP, LLC (CRD# 131167 / SEC# 801-72792)
Alternate Names: ACUMEN3 , CSENGE ADVISORY GROUP, LLC , MAIN LINE FINANCIAL ADVISORS , PARAGON PARTNERS , PARAGON PARTNERS, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 10/13/2011
Florida Terminated 11/08/2011
Texas Terminated 11/15/2007

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 03/29/2017
California 10/13/2011
Connecticut 10/13/2011
Delaware 03/29/2017
Florida 10/13/2011
Georgia 10/13/2011
Illinois 10/13/2011
Indiana 03/24/2014
Kansas 03/29/2017
Louisiana 03/29/2017
Maryland 03/29/2017
Massachusetts 03/24/2014
Mississippi 07/27/2016
Nebraska 03/24/2014
New Hampshire 12/05/2011
New Jersey 04/04/2014
New York 10/13/2011
North Carolina 03/24/2014
Ohio 03/24/2014
Oklahoma 09/25/2014
Pennsylvania 10/13/2011
Tennessee 03/24/2014
Texas 03/24/2014
Virginia 03/29/2017

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser