Kyle Ryan Parsons

Employer firm

Rock Creek Wealth Management CRD 336666

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2015 → Present
  Lpl Financial, Llc
  Beaverton, OR
• 05/2017 → 02/2026
  Cross Financial Advisors, Llc
  Beaverton, OR
• 09/2025 → Present
  Rock Creek Wealth Management, Llc
  Hillsboro, OR

Previous Registrations

• 2017-06-29 → 2026-02-23
  Cross Financial Advisors
  Portland, OR
• 2010-05-25 → 2015-07-09
  Hornor, Townsend & Kent, Llc
  Bellevue, WA
  Lake Oswego, OR

Other Businesses

1. 12/20/2016 - Cross Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/19/2016 - 0 Hours Per Month. 2. 7/5/2017 - Cross Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 07/15/2017 - 80 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/10/2020 - Cross Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 02/20/2026 - Rock Creek Wealth Management, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/18/2026 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Rock Creek Wealth Management, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 02/27/2026 - Rock Creek Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/18/2026 - 160 hours per month/ 130 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-18
• S63 Uniform Securities Agent State Law Examination
  2010-02-21

Other Names

• Kyle R Parsons