Matthew Parks

Employer firm

Seven Springs Wealth Group CRD 127411

$1.41B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2019 → 07/2022
  Dean Dorton Wealth Management, Llc
  Lexington, KY
• 01/2015 → 07/2019
  Mullins, Clemmons & Mayes
  Brentwood, TN
• 07/2019 → 07/2022
  Dean Dorton Allen Ford, Pllc
  Lexington, KY
• 08/2022 → Present
  Seven Springs Wealth Group, Llc
  Brentwood, TN

Previous Registrations

• 2019-12-10 → 2022-08-16
  Dean Dorton Wealth Management, Llc
  Lexington, KY
  Lexington, KY

Other Businesses

Name of other business: Mullins Clemmons & Mayes, PLLC, Investment related: No, Address of other business: 340 Seven Springs Way, Brentwood, TN 37027, Nature of other business: CPA firm, Position, Title, or relationship: Tax advisor/independent contractor Start date of relationship: August 2022, Approximate hours/month devoted to other business: 5 hours, Number of hours devoted to other business during securities trading hours: effectively none, most all work is done outside of normal trading hours, Duties related to other business: Maintain relationship with tax clients, provide tax advice, review of tax return after it is prepped.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-04

Other Names

• Matt Parks
• Matthew Clay Parks