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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-14 |
Branch Locations
4121 Carmichael Road Suite 305, Montgomery, AL 36106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Montgomery | AL | 06/2011 | 01/2025 |
| Raymond James Financial Services Advisors Inc. | Montgomery | AL | 07/2011 | 01/2025 |
| Parsons Broach Llc | Montgomery | AL | 06/2011 | Present |
| Trinity Presbyterian School | Montgomery | AL | 12/2011 | 12/2019 |
| Summit Financial, Llc | Parsippany | NJ | 01/2025 | Present |
1) Parsons Broach, LLC - Address: Montgomery, AL - Nature of the Business: Parsons Broach, LLC - Position/Title: Partner - Investment Related: No - Start Date: 06/24/2011 - Hours per month devoted to this business: 0 - Hours per month devoted to this business during trading hours: 0 Description of duties: Owner of LLC. 2) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Parsons Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-31 |
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