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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-10 |
Branch Locations
525 North 9Th St. , Cottage Grove, OR 97424 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsons Financial Services Inc. | Cottage Grove | OR | 03/2011 | 04/2018 |
| Commonwealth Financial Network | San Diego | CA | 03/2013 | 11/2025 |
| Parsons Financial Advisors | Cottage Grove | OR | 04/2018 | 11/2025 |
| &Partners | Nashville | TN | 11/2025 | Present |
COTTAGE GROVE AUDIT COMMITTEE POSITION: Committee Member NATURE: Review the Audit of the city. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: Cottage Grove, OR 97424, United States DESCRIPTION: Review the audit of the city COTTAGE GROVE PLANNING COMMISSION POSITION: Chair NATURE: Vote on building plans and lots to assure they conform to the building code. Also approve variations from the code and new code. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/27/2024 ADDRESS: Cottage Grove, OR 97424, United States DESCRIPTION: Run the commission meetings. Vote on building plans and lots to assure they conform to the building code. Also approve variations from the code and new code.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-30 |
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