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8310 S. Valley Highway Suite 110, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| MT | RA | APPROVED | 2024-06-06 |
| IN | RA | APPROVED | 2023-12-15 |
| AZ | RA | APPROVED | 2023-03-21 |
Branch Locations
8310 S. Valley Highway Suite 110, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsonex Advisory Services, Inc. | Englewood | CO | 06/2014 | Present |
| Parsonex Securities, Inc. | Orange | CA | 08/2014 | Present |
| Parsonex Insurance Agency, Inc | Englewood | CO | 08/2014 | 02/2021 |
PARSONEX ADVISORY SERVICES, INC., INVESTMENT ADVISOR REPRESENTATIVE, OFFERING INVESTMENT ADVISORY SERVICES, 10HRS/MO. CHUBB, Insurance High net worth Personal Risk Service. Sr. Risk Consultant. Meets with Individuals to Review Personal Property Assets, policies, and Provides Recommendations to Mitigate Loss. 160hrs/Month, Non Investment Related, Salary. United Living Trust Services, Document Production engaging the preparation of living Trust for Estate Planning. Marketing of sales , Non Investment Related, Commission based 4hrs/Month BACK 9 INSURANCE INSURANCE AGENT, SALE OF INSURANCE PRODUCTS, NON-INVESTMENT RELATED, COMMISSION 2HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-27 |
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