Bryan James Parmley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-10

NY RA
APPROVED

Since 2025-07-10

Branch Locations

Cicero, NY • 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
Parmco Mortgage Co Inc	Manlius	NY	09/1991	Present
Cadaret, Grant & Co., Inc.	Cicero	NY	05/2011	07/2025
Lpl Financial Llc	Cicero	NY	07/2025	Present

09/1991 → Present

Parmco Mortgage Co Inc

Manlius, NY
05/2011 → 07/2025

Cadaret, Grant & Co., Inc.

Cicero, NY
07/2025 → Present

Lpl Financial Llc

Cicero, NY

Previous Registrations

2021-05-04 → 2025-07-10

Cadaret, Grant & Co., Inc.

Cazenovia, NY

Liverpool, NY

North Syracuse, NY

Cicero, NY

Other Businesses

1. 07/2025 - Parmco Mortgage Company, Inc. - Mortgage/Real Estate Services - Manlius, NY - INV REL - Start Date 09/30/1991 - 10hrs/mth | 5hrs during trading 2. 07/2025 - Financial Visions Group - DBA for LPL Business (entity for LPL business) - Cicero, NY - INV REL - Start Date 07/11/2025 - 160hrs/mth | 130hrs during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-08-20

S63 Uniform Securities Agent State Law Examination

1998-08-20

Designations

Certified Financial Planner

View on SEC IAPD