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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED_RES | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
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