William Nathan Parkey

Employer firm

Advocacy Wealth Management, LLC CRD 141943

$3.24B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2014 → 02/2020
  Panoptic Financial Group, Llc
  Bowling Green, KY
• 07/2014 → Present
  Panoptic Insurance Group, Llc
  Somerset, KY
• 02/2020 → 01/2023
  Meridian Wealth Management, Llc
  Lexington, KY
• 09/2018 → Present
  Zipliens, Llc
  Louisville, KY
• 09/2024 → Present
  Advocacy Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2024-09-16 → 2024-12-31
  Advocacy Wealth Management, Llc
  Somerset, KY
• 2020-02-25 → 2023-01-31
  Meridian Wealth Management, Llc
  Lexington, KY
• 2014-09-17 → 2020-02-20
  Panoptic Financial Group, Llc
  Somerset, KY
• 2013-09-12 → 2014-08-27
  Council Settlement Group
  Houston, TX
• 2011-05-20 → 2011-12-01
  Meridian Wealth Management, Llc
  Lexington, KY

Other Businesses

1. ZIPLIENS COMPANIES, LLC; LOUISVILLE/KY; PRESIDENT; START DATE: 09/2018; MEDICAL LIEN RESOLUTION; NON-INVESTMENT RELATED; DEVOTE ABOUT 100 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS 2. PANOPTIC INSURANCE GROUP, LLC - DBA PANOPTIC SETTLEMENT SOLUTIONS, LLC; SOMERSET/KY; MANAGING PARTNER; START DATE: 11/2016; STRUCTURED SETTLEMENTS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: SETTLEMENT PLANNING 3. ZIP SOLUTIONS, LLC - DBA FILEFILTER; SOMERSET/KY; MANAGING MEMBER; START DATE: 05/2021; TECHNOLOGY COMPANY TO ASSIST LAW FIRMS; NON-INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: OVERALL STRATEGIC BUSINESS PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-20

Other Names

• William N Parkey