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Luke Timothy Parton

Adaptive Financial Consulting, LLC

Mount Pleasant, SC

CRD 5388427

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Employer firm

Adaptive Financial Consulting, LLC CRD 288185

$547M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Adaptive Financial Consulting, Llc

3401 Enterprise Parkway Suite 340, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-12-02
TX RA APPROVED 2018-11-08
  • SC RA
    APPROVED
    Since 2020-12-02
  • TX RA
    APPROVED
    Since 2018-11-08

Branch Locations

Mount Pleasant, SC • 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
OrganizationCityStateFromTo
Adaptive Financial Consulting, Llc Dripping Springs TX 11/2018 Present
Adaptive Financial Consulting Beachwood OH 03/2016 Present
Other Businesses

Mr. Luke Timothy Parton is an independent licensed insurance agent.

Designations
  • Chartered Financial Consultant

View on SEC IAPD

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