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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-16 |
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
721 Purissima Street Suite C, Half Moon Bay, CA 94019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsons Financial Advisors | Half Moon Bay | CA | 08/2004 | 07/2019 |
| Real Estate Funding Services | Half Moon Bay | CA | 06/2009 | 12/2023 |
| Cabrillo Education Foundation | Half Moon Bay | CA | 01/2014 | 01/2017 |
| John M Parsons Revocable Trust | Half Moon Bay | CA | 08/2013 | 08/2019 |
| Rental Property | Half Moon Bay | CA | 10/2010 | Present |
| Ione House | Ione | CA | 01/2012 | 01/2018 |
| Parsons Accounting & Tax Services | Half Moon Bay | CA | 05/2016 | Present |
| Lpl Financial, Llc | Half Moon Bay | CA | 05/2016 | 08/2019 |
| Cwm, Llc Dba Carson Group Partners | Half Moon Bay | CA | 08/2019 | 10/2024 |
| Parsons Building Llc | Half Moon Bay | CA | 05/2016 | Present |
| Parsons Wealth Management | Half Moon Bay | CA | 07/2019 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2019 | 10/2024 |
| Parsons Financial Advisors Dba Parsons Wealth Management | Half Moon Bay | CA | 09/2020 | 05/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2024 |
| Parsons Financial Advisors, Inc. | Half Moon Bay | CA | 01/1994 | Present |
| Lpl Financial | Half Moon Bay | CA | 10/2024 | Present |
1- 09/2024 / PARSONS ACCOUNTING AND TAX SERVICES / Tax Prep/Accounting/CPA / Investment Related / 25 hrs mth / 2 hr during trading / Half Moon Bay, CA / Start date: 01/01/1987 2- 09/2024 / PARSONS WEALTH MANAGEMENT / Non-Variable Insurance / Investment Related / 10 hrs mth / 2 hrs during trading / Half Moon Bay, CA / Start date: 01/01/1995 3- 09/2024 / PARSONS FINANCIAL ADVISORS, INC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Half Moon Bay, CA / Start date: 01/01/1995 4- 09/2024 / PARSONS FINANCIAL BUILDING, LLC / Real Estate Rental / Investment Related / 5 hrs mth / Half Moon Bay, CA / Start date: 07/01/2010 5- 09/2024 / PARSONS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / 80 hrs mth / 4 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-04 |
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