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8310 S. Valley Highway Suite 110, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-13 |
| UT | RA | APPROVED | 2023-03-13 |
| ID | RA | APPROVED | 2021-01-15 |
| CA | RA | APPROVED | 2021-01-08 |
| CO | RA | APPROVED | 2021-01-08 |
| IA | RA | APPROVED | 2021-01-08 |
Branch Locations
17291 Irvine Blvd Ste 340, Tustin, CA 92780 • United States
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 Securities, Inc. | Aurora | CO | 01/2008 | Present |
| Parsonex Advisory Services, Inc. | Englewood | CO | 02/2016 | Present |
PARSONEX ADVISORY SERVICES, INC., INVESTMENT ADVISOR REPRESENTATIVE, OFFERING INVESTMENT ADVISORY SERVICES, 100HRS/MO. Commission Based only. HERITAGE LIVING TRUST, SALE OF LIVING TRUSTS, NON-INVESTMENT RELATED, CONSULTANT, 4HRS/MO. MCCARTHY FINANCIAL GROUP- OWNER/CEO- S CORP CREATED FOR PARSONEX SECURITIES AND ADVISORY BUSINESS, 11/2021 160 HRS/MO BACK 9 INSURANCE INSURANCE AGENT, SALE OF INSURANCE PRODUCTS, NON-INVESTMENT RELATED, COMMISSION 3HRS/MO. EAST WEST CONNECTION, EDUCATIONAL PROGRAM/EVENT FOR BLEEDING DISORDERS COMMUNITY. NON-INVESTMENT RELATED, PITTSTOWN, NJ TRAVEL DIRECTOR/PROGRAM LOGISTICS 10/2023, 60HRS/MO/PROGRAM, ONE EVENT A YEAR IN OCT, SALARY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
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