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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
721 Purissima Street Suite C, Half Moon Bay, CA 94019 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsons Building Llc | Half Moon Bay | CA | 05/2016 | Present |
| Coastside Basketball Llc | Half Moon Bay | CA | 05/2016 | Present |
| Real Estate Funding Services | Half Moon Bay | CA | 01/2014 | 06/2023 |
| Parsons Accounting & Tax Services | Half Moon Bay | CA | 05/2016 | Present |
| Lpl Financial, Llc | Half Moon Bay | CA | 05/2016 | 08/2019 |
| Parsons Wealth Management | Half Moon Bay | CA | 07/2019 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2019 | 10/2024 |
| Cwm, Dba Carson Group Partners | Minneapolis | MN | 08/2019 | 10/2024 |
| Half Moon Bay High School - Head Basketball Coach | Half Moon Bay | CA | 08/2017 | Present |
| Half Moon Bay Rotary | Half Moon Bay | CA | 07/2018 | 07/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2024 |
| Lpl Financial | Half Moon Bay | CA | 10/2024 | Present |
1- 09/2024 / PARSONS BUILDING LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr mth / Half Moon Bay, CA / Start date: 07/01/2010 2- 09/2024 / FIXED INSURANCE WITH VARIOUS COMPANIES / Non-Variable Insurance / Investment Related / 5 hrs mth / 1 hr during trading / Half Moon Bay, CA / Start date: 08/01/2006 3- 09/2024 / PARSON ACCOUNTING AND TAX SERVICES / Tax Prep/Accounting/CPA / Investment Related / 10 hrs mth / 1 hr during trading / Half Moon Bay, CA / Start date: 08/01/2006 4- 09/2024 / PARSONS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / 80 hrs mth / 6 hrs during trading / At reported business location(s) 5- 09/2024 / COASTSIDE BASKETBALL LLC / Business Owner / Not Investment Related / 20 hrs mth / 1 hr during trading / EL GRANADA, CA / Start date: 01/01/2015 6- 09/2024 / HALF MOON BAY HIGH SCHOOL - HEAD BASKETBALL COACH / Coach/Sports/Fitness / Not Investment Related / 10 hrs mth / HALF MOON BAY, CA / Start date: 01/01/2009
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-21 |
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