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Matthew Ryan Pettera

Parsonex Advisory Services, Inc.

Englewood, CO

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Current Employers
Parsonex Advisory Services, Inc.

8310 S. Valley Highway Suite 110, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-05
  • CO RA
    APPROVED
    Since 2025-06-05

Branch Locations

8310 S. Valley Highway Suite 110, Englewood, CO 80112 • 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
Farmers Insurance Group Centennial CO 07/2014 03/2018
Farmers Financial Solutions Llc Centennial CO 09/2014 03/2018
Parsonex Securities, Inc. Englewood CO 04/2018 Present
Modern Capital Advisors Mt. Pleasant SC 06/2022 03/2023
  • 07/2014 → 03/2018
    Farmers Insurance Group
    Centennial, CO
  • 09/2014 → 03/2018
    Farmers Financial Solutions Llc
    Centennial, CO
  • 04/2018 → Present
    Parsonex Securities, Inc.
    Englewood, CO
  • 06/2022 → 03/2023
    Modern Capital Advisors
    Mt. Pleasant, SC
Other Businesses

Legal Shield, Non-investment related, director, 2 hrs/mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2015-01-07
  • S65 Uniform Investment Adviser Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2015-01-07

View on SEC IAPD

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Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
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