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Michael Parks

Upraise Wealth Advisory, LLC

Annapolis, MD

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Current Employers
Upraise Wealth Advisory, Llc

Annapolis, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-10
  • MD RA
    APPROVED
    Since 2025-09-10

Branch Locations

Annapolis, MD • 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
Fidelity Investments Annapolis MD 05/2015 01/2022
Fidelity Personal & Workplace Advisors Annaplis MD 07/2018 01/2022
Edward Jones St Louis MO 01/2022 09/2025
Upraise Wealth Advisory, Llc Annapolis MD 06/2025 Present
  • 05/2015 → 01/2022
    Fidelity Investments
    Annapolis, MD
  • 07/2018 → 01/2022
    Fidelity Personal & Workplace Advisors
    Annaplis, MD
  • 01/2022 → 09/2025
    Edward Jones
    St Louis, MO
  • 06/2025 → Present
    Upraise Wealth Advisory, Llc
    Annapolis, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-21
S63 Uniform Securities Agent State Law Examination 2015-10-08
S66 Uniform Combined State Law Examination 2006-07-12
  • S65 Uniform Investment Adviser Law Examination
    2018-05-21
  • S63 Uniform Securities Agent State Law Examination
    2015-10-08
  • S66 Uniform Combined State Law Examination
    2006-07-12
Designations
Other Names
  • Michael G Parks
  • Michael Parks
  • Michael Gorman Parks

View on SEC IAPD

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