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Current Employers
Parsonex Advisory Services, Inc.

8310 S. Valley Highway Suite 110, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-02
NJ RA APPROVED 2026-01-02
IA RA APPROVED 2021-09-21
TX RA APPROVED_RES 2021-01-09
  • CO RA
    APPROVED
    Since 2026-01-02
  • NJ RA
    APPROVED
    Since 2026-01-02
  • IA RA
    APPROVED
    Since 2021-09-21
  • TX RA
    APPROVED_RES
    Since 2021-01-09

Branch Locations

8310 S. Valley Highway Suite 110, Englewood, CO 80112 • 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
Parsonex Insurance Agency, Inc. Englewood CO 09/2006 Present
Parsonex Securities, Inc. Englewood CO 05/2007 Present
Parsonex Advisory Services, Inc. Englewood CO 04/2012 Present
Avere Financial Group, Llc. Englewood CO 06/2015 Present
Liberty Partners Financial Services Mt. Pleasant SC 11/2021 Present
Modern Capital Securities Raleigh NC 11/2021 Present
  • 09/2006 → Present
    Parsonex Insurance Agency, Inc.
    Englewood, CO
  • 05/2007 → Present
    Parsonex Securities, Inc.
    Englewood, CO
  • 04/2012 → Present
    Englewood, CO
  • 06/2015 → Present
    Avere Financial Group, Llc.
    Englewood, CO
  • 11/2021 → Present
    Liberty Partners Financial Services
    Mt. Pleasant, SC
  • 11/2021 → Present
    Modern Capital Securities
    Raleigh, NC
Previous Registrations
Other Businesses

PARSONEX ENTERPRISES, INC. NON-INVESTMENT RELATED, PRESIDENT/CEO, HOLDING COMPANY, SALARY, 40 HRS/MO. PARSONEX INSURANCE AGENCY, INC., NON-INVESTMENT RELATED, AGENT, THE SALE OF INSURANCE PRODUCTS, 1 HR/MO. PARSONEX ADVISORY SERVICES, INC., INVESTMENT RELATED, INVESTMENT ADVISER REPRESENTATIVE, INDIVIDUAL ADVISORY SERVICES, COMMISSIONS ONLY, 10 HRS/MO. PARSONEX PROPERTIES, LLC, MANAGING MEMBER OF PARSONEX OPPORTUNITY FUND I - A QUALIFIED OPPORTUNITY ZONE FUND, OF WHICH COMMON UNITS OF LLC MEMBERSHIP INTERESTS ARE BEING OFFERED THEREFORE THIS ACTIVITY IS INVESTMENT RELATED, JONATHAN MILLER IS A MANAGING MEMBER. JONATHAN MILLER WILL ONLY SELL THIS INVESTMENT THROUGH THE BROKER DEALER PARSONEX CAPITAL MARKETS, LLC AS A REGISTERED REPRESENTATIVE, 40 HRS/MO. PARSONEX CAPITAL ADVISORS, LLC, ADVISER TO PARSONEX OPPORTUNITY FUND I, JONATHAN MILLER IS A MANAGING MEMBER AND IS ON THE INVESTMENT ADVISORY BOARD, 40 HRS/MO. PARSONEX SECURITIES, INC, INVESTMENT RELATED, REGISTERED PRINCIPAL, COMMISSION PAID AS AN EMPLOYEE THROUGH PARSONEX ENTERPRISES, INC., 10 HRS/MO. PARSONEX CAPITAL MARKETS FKA AVERE FINANCIAL GROUP, LLC, INVESTMENT RELATED, REGISTERED PRINCIPAL, COMMISSION, 10HRS/MO. APEX PRODUCTION COMPANY LLC,NON-INVESTMENT RELATED, 1/22/14 TO PRES, OIL EXPLORATION AND PRODUCTION CO, REGISTERED AGENT AND MEMBER, SET UP COMPANY-FORM MEMBERSHIP AGREEMENT AND EVALUATE OIL PROJECTS, 10 HRS/MO. APEX INTEGRATED CAPITAL FKA CONTINENTAL DIVIDEND GROUP, LLC. MANAGING PARTNER, HOLDING COMPANY, NON-INVESTMENT RELATED, NO COMPENSATION, 5HR/MO. PUBLISH OR PERISH MOVIE, LLC. PRODUCER AND EXECUTIVE 40HR/MO. E. MAGNUD OPPENHEIM, CEO/EXECUTIVE. SEC REGISTERED ADVISORY FIRM, INVESTMENT RELATED 40 HRS/MO. 2/1/2023

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-26
S63 Uniform Securities Agent State Law Examination 2000-03-31
  • S65 Uniform Investment Adviser Law Examination
    2010-10-26
  • S63 Uniform Securities Agent State Law Examination
    2000-03-31

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