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Aaron Hedrick Parrish

Level Wealth Management LLC

Greensboro, NC

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Current Employers
Level Wealth Management Llc

701 Green Valley Rd Suite 100, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-04-01
  • NC RA
    APPROVED
    Since 2019-04-01

Branch Locations

701 Green Valley Rd Suite 100, Greensboro, NC 27408 • 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
Triad Financial Advisors, Inc. Greensboro NC 08/2012 03/2019
Level Wealth Management Llc Greensboro NC 03/2019 Present
Previous Registrations
  • 2012-08-07 → 2019-03-05
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 2011-07-11 → 2012-08-07
    Realta Investment Advisors, Inc
    Wilmington, DE
  • 2009-06-18 → 2010-01-29
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-11
  • S66 Uniform Combined State Law Examination
    2009-06-11
Designations
Other Names
  • Aaron Hedrick Parrish
  • Aaron Parrish

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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