Parker Maxwell Marsh

Current Employers

Employment History

• 12/2016 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA
• 08/2016 → 12/2016
  Kca Wealth Management, Llc.
  Camp Hill, PA
• 01/2018 → 02/2020
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2018 → 02/2020
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2021 → 02/2023
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2021 → 02/2023
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 02/2020 → 12/2020
  Waterfront Financial
  Lancaster, PA
• 12/2020 → 02/2023
  Regal Wealth Advisors
  Stevens, PA
• 02/2023 → 04/2024
  Triad Advisors
  Norcross, GA
• 02/2023 → 02/2024
  Triad Hybrid Solutions
  Norcross, GA
• 02/2024 → Present
  Stonebridge Financial Group, Llc
  Wormleysburg, PA
• 04/2024 → Present
  Private Client Services
  Lancaster, PA

Previous Registrations

• 2023-02-13 → 2024-02-02
  Osaic Advisory Services, Llc
  Lancaster, PA
  Atlanta, GA
• 2021-01-04 → 2023-02-10
  J. W. Cole Advisors, Inc.
  Stevens, PA
  Tampa, FL
• 2018-04-13 → 2020-03-26
  J. W. Cole Advisors, Inc.
  Lancaster, PA
  Tampa, FL
• 2017-06-26 → 2017-11-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA

Other Businesses

1) Stonebridge Financial Group. 602 North Front Street, Wormleysburg, PA 17043. RIA. Corporate Retirement Plan Consulting. 180 hrs/mo; 130 during trading hrs. 2) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Licensed Admin; 04/2024 Less than 10 hours per month all during trading hours. 3) Lancaster County Field of Hope. 4338 Fairview Road, Columbia, PA 17512. Non-profit that raises money to donate to families dealing with server or terminal illness. Board member & member of finance/investment committee. Offer advice/opinion on business operations and volunteer for events. 7 hrs/mo; 0 during trading hrs. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-23