Derek Parsons

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Parsons
  Kirkland, WA
• 09/2014 → Present
  Moore Wealth Management
  Renton, WA
• 12/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA

Previous Registrations

• 2015-01-23 → 2024-03-12
  Moore Wealth Management L.L.C.
  Yakima, WA
  Yakima, WA
  Kirkland, WA
• 2011-08-01 → 2014-07-23
  Wells Fargo Advisors Financial Network, Llc
  Yakima, WA

Other Businesses

1)Moore Wealth Management;investment related;105 Central Way,Ste 205,Kirkland,WA 98033;RIA;investment advisor;1/15/2015;160 hrs/month;130 hrs during trading;advise clients and manage their assets 2)Derek Parsons;investment related;105 Central Way,Ste 205,Kirkland,WA 98033;independent insurance agent;insurance agent;11/3/2011;40 hrs/month;30 hrs during trading;talk to clients,understand their situation and place life products 3)DAPGAP LLC;investment related;1601 1st Street, Kirkland, WA 98033;LLC to received fees from Triad;managing director;12/13/2023;160 hrs/month; 4 hrs/month;4 hrs during trading;Maintain LLC in good standing with state and manage payments to and from associated account

Exams

• S66 Uniform Combined State Law Examination
  2011-07-29

Other Names

• Derek A Parsons