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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-04
TX RA APPROVED_RES 2025-11-12
  • OR RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED_RES
    Since 2025-11-12

Branch Locations

525 North 9Th St. , Cottage Grove, OR 97424 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 04/2005 11/2025
Parsons Financial Advisors Cottage Grove OR 12/2022 11/2025
&Partners Nashville TN 11/2025 Present
Previous Registrations
Other Businesses

PARSONS FINANCIAL SERVICES, INC. POSITION: President NATURE: Private entity created for operating securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 215 SECURITIES TRADING HOURS: 50 START DATE: 02/02/2011 ADDRESS: Cottage Grove, OR 97424, United States DESCRIPTION: Manage day to day operations of advisory business, meeting and advising clients on financial planning, estate planning, investment strategies, portfolio management and other financial issues. SUN DAY LLC POSITION: 25% Member NATURE: Private entity for the purpose of managing a family vacation home or other rental property. Currently idle, with no properties owned. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2017 ADDRESS: Pleasant Hill, OR 97455, United States DESCRIPTION: Currently no duties required. THE YOGA PLACE, LLC POSITION: Co-Owner/Secretary/Treasurer NATURE: Yoga Studio, classes and education. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 03/19/2024 ADDRESS: Eugene, OR 97401, United States DESCRIPTION: Managing financials, bank accounts, payroll, and oversite of day-to-day financial activities. Discuss with other owner/manager about operational updates and handling miscellaneous issues, including maintenance etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-12
S63 Uniform Securities Agent State Law Examination 1999-10-29
  • S66 Uniform Combined State Law Examination
    2010-10-12
  • S63 Uniform Securities Agent State Law Examination
    1999-10-29
Other Names
  • Matt A Parsons

View on SEC IAPD

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