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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 2026-03-04
  • CO RA
    APPROVED
    Since 2026-03-04

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
Fidelity Brokerage Services Llc Greenwood Village CO 01/2019 04/2021
Landrys Restaurants (Saltgrass Steakhouse) Parker CO 06/2018 01/2019
Aramark-Red Rocks Amphitheater Morrison CO 04/2018 01/2019
N/A N/A IN 08/2017 04/2018
Northwestern Mutual Louisville KY 06/2017 08/2017
N/A N/A KY 03/2017 06/2017
State Farm Louisville KY 01/2017 03/2017
Stock Yards Bank And Trust Louisville KY 10/2016 01/2017
N/A N/A KY 08/2016 10/2016
Parsonex Securities, Inc. - Parsonex Enterprises, Inc. Englewood CO 05/2021 Present
Modern Capital Advisors Mount Pleasant SC 06/2022 Present
  • 01/2019 → 04/2021
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 06/2018 → 01/2019
    Landrys Restaurants (Saltgrass Steakhouse)
    Parker, CO
  • 04/2018 → 01/2019
    Aramark-Red Rocks Amphitheater
    Morrison, CO
  • 08/2017 → 04/2018
    N/A
    N/A, IN
  • 06/2017 → 08/2017
    Northwestern Mutual
    Louisville, KY
  • 03/2017 → 06/2017
    N/A
    N/A, KY
  • 01/2017 → 03/2017
    State Farm
    Louisville, KY
  • 10/2016 → 01/2017
    Stock Yards Bank And Trust
    Louisville, KY
  • 08/2016 → 10/2016
    N/A
    N/A, KY
  • 05/2021 → Present
    Parsonex Securities, Inc. - Parsonex Enterprises, Inc.
    Englewood, CO
  • 06/2022 → Present
    Modern Capital Advisors
    Mount Pleasant, SC
Previous Registrations
  • 2022-06-23 → 2022-07-20
    Raleigh, NC
    Englewood, CO
  • 2020-08-04 → 2021-04-29
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

EMPLOYED BY PARSONEX ENTERPRISES, INC. PARENT/HOLDING COMPANY OF THE WHOLLY OWNED SUBSIDIARIES: PARSONEX SECURITIES, PARSONEX ADVISORY SERVICES, AND PARTIALLY OWNED SUBSIDIARIES: PARSONEX CAPITAL MARKETS. PRIMARY ROLES WITH PARSONEX AFFILIATES INCLUDE: PARSONEX SECURITIES, INVESTMENT RELATED, BROKER/DEALER, REGISTERED REPRESENTATIVE, OPERATIONS, PARSONEX CAPITAL MARKETS, INVESTMENT RELATED, BROKER/DEALER, REGISTERED REPRESENTATIVE, OPERATIONS, PARSONEX ADVISORY SERVICES, INVESTMENT RELATED, RIA, INVESTMENT ADVISOR REPRESENTATIVE, OPERATIONS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-24
S63 Uniform Securities Agent State Law Examination 2019-08-08
  • S66 Uniform Combined State Law Examination
    2020-07-24
  • S63 Uniform Securities Agent State Law Examination
    2019-08-08
Other Names
  • Zachary Stewart
  • Zachary Daniel Stewart

View on SEC IAPD

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