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Chad Pierre Parmenter

Osaic Wealth, Inc.

Bellevue, WA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-20
WA RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-20
  • WA RA
    APPROVED
    Since 2024-06-14

Branch Locations

11911 Ne 1St Street Suite 305, Bellevue, WA 98005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Bellevue WA 11/2007 06/2024
Osaic Wealth, Inc. Kirkland WA 06/2024 Present
  • 11/2007 → 06/2024
    Securities America, Inc.
    Bellevue, WA
  • 06/2024 → Present
    Kirkland, WA
Previous Registrations
  • 2009-12-22 → 2024-06-14
    Securities America Advisors, Inc.
    Kirkland, WA
  • 2007-11-30 → 2009-12-22
    Prospera Investment Advisors, Llc
    Bellevue, WA
  • 2004-11-23 → 2007-12-07
    1St Global Advisors Inc
    Bellevue, WA
  • 2006-05-24 → 2007-12-04
    Apc Financial Services, Llc
    Bellevue, WA
  • 2001-04-09 → 2004-11-22
    Blue Vase Securities, Llc
    Issaquah, WA
Other Businesses

***MIRUS PLANNING POSITION: Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 05/1992 - LOCATED AT 4030 LAKE WASHINGTON BLVD NE STE 300, KIRKLAND, WA 98033-7870, United States INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1992 ADDRESS: 4030 Lake Washington Blvd NE, Suite 300, Kirkland WA 98033 DESCRIPTION: We may find insurance policies for clients when needed due to a comprehensive financial plan. ***NA POSITION: Trusteee NATURE: ACTING AS TRUSTEE FOR TWO OF MOTHERS SINCE INCEPTION - 1% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2004 ADDRESS: 4030 Lake Washington Blvd NE, Suite 300, Kirkland WA 98033 DESCRIPTION: Portfolios held at NFS designed for income and growth for my mother as the primary beneficiary.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-08
S63 Uniform Securities Agent State Law Examination 1992-07-21
  • S65 Uniform Investment Adviser Law Examination
    1996-02-08
  • S63 Uniform Securities Agent State Law Examination
    1992-07-21
Designations
Other Names
  • Chad P Parmenter

View on SEC IAPD

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