Ryan Douglas Parson

Current Employers

Sunlight Peaks Financial Partners, Llc

Glenwood Springs, CO • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-11
MD	RA	APPROVED	2023-06-05
AZ	RA	APPROVED	2021-10-18
CO	RA	APPROVED	2021-10-07

TX RA
APPROVED

Since 2023-10-11
MD RA
APPROVED

Since 2023-06-05
AZ RA
APPROVED

Since 2021-10-18
CO RA
APPROVED

Since 2021-10-07

Branch Locations

Glenwood Springs, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heritage Capital Usa, Inc.	Carson City	NV	09/2012	Present
Sunlight Peaks Financial Partners	Glenwood Springs	CO	04/2021	Present
Colonial Capital Management, Llc	Southlake	TX	01/2014	12/2021

09/2012 → Present

Heritage Capital Usa, Inc.

Carson City, NV
04/2021 → Present

Sunlight Peaks Financial Partners

Glenwood Springs, CO
01/2014 → 12/2021

Colonial Capital Management, Llc

Southlake, TX

Previous Registrations

2004-04-07 → 2007-10-04

State Farm Investment Management Corp.

Glenwood Springs, CO

Tempe, AZ

Colorado Springs, CO

Other Businesses

1) REAL ESTATE PARTNERSHIPS, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 8/2005; 5 HR/MO; BUY AND SELL REAL ESTATE. 2) COMMERCIAL PARTNERSHIPS LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER; 12/2008; 5 HR/MO; MAINTAINS DEEDS OF TRUSTS 3) EAST VALLEY ESTATES, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 2/2015; 1 HR/MO; BUSINESS MANAGEMENT 4) HERITAGE MANAGEMENT GROUP, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 1/2018, 5 HR/MO; HOLDING COMPANY-BUSINESS MANAGEMENT 5) ELLIPSE TRANSPORTATION, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 5/2010, 0 HR/MO; BUY AND HOLD MOBILE HOMES 6) HERITAGE INVESTMENT SERVICES, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 7/2011, 0 HR/MO; NO BUSINESS ACTIVITY SINCE INCEPTION 7) HERITAGE CAPITAL USA, INC. NON-INVESTMENT RELATED; PMB 314 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 7/2011, 10 HR/MO; BUSINESS MANAGEMENT

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-05-18

S63 Uniform Securities Agent State Law Examination

2001-05-18

Designations

View on SEC IAPD