Best Investors
Account
Sign in
8310 S. Valley Highway Suite 110, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-31 |
Reach out to this advisor