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Nicholas Jordan Parr

Osaic Wealth, Inc.

Chesapeake, VA

Virginia Beach, VA

CRD 6936676

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Chesapeake, VA • United States

One Columbus Center Suite 800, Virginia Beach, VA 23462 • 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
Parr Funeral Home And Crematory Suffolk VA 05/2007 04/2018
Lincoln Financial Advisors Virginia Beach VA 04/2018 09/2018
Lincoln Financial Advisors Virginia Beach VA 09/2018 01/2025
Osaic Wealth, Inc. Virginia Beach VA 01/2025 Present
  • 05/2007 → 04/2018
    Parr Funeral Home And Crematory
    Suffolk, VA
  • 04/2018 → 09/2018
    Lincoln Financial Advisors
    Virginia Beach, VA
  • 09/2018 → 01/2025
    Lincoln Financial Advisors
    Virginia Beach, VA
  • 01/2025 → Present
    Virginia Beach, VA
Previous Registrations
  • 2019-03-26 → 2025-01-24
    Osaic Fa, Inc.
    Virginia Beach, VA
Other Businesses

1. NICHOLAS PARR POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 9/1/2020 ADDRESS: Lakewood Ln, Chesapeake, VA 23321 DESCRIPTION: We rent the in-law suite to our home. 2. SHEPHERD FINANCIAL GROUP POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: One Columbus Center, Ste 800, Virginia Beach, VA DESCRIPTION: Sell fixed insurance, if needed by client. 3. MILLENNIAL VENTURES LLC POSITION: Partner-General NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE:6/1/2021 ADDRESS: Lakewood Lane, Chesapeake, VA 23321 DESCRIPTION: Manage Rental Real Estate 4. MPS HOLDINGS, LLC POSITION: owner NATURE: LLC for rental real estate. Owned by: Ryan Martin 25% - partner in financial planning practice, Nicholas Parr 25%, Darlene Parr 25% - Client and mother, Matthew Spencer 25% - not a client or related INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2021 ADDRESS: 405 Park Rd., Suffolk VA 23434, United States DESCRIPTION: owner - participate in management decisions of properties. 5. INLET FINANCIAL GROUP POSITION: owner NATURE: LLC - operating business for Ryan Martin and Nicholas Parr Financial planning practice used for Expenses and Marketing. Owned 50/50 by Nicholas Parr and Ryan Martin INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/31/2025 ADDRESS: 3913 Walkers Bend Dr, Chesapeake VA 23321, United States DESCRIPTION: LLC used for expenses and marketing financial for planning practice.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-18
  • S66 Uniform Combined State Law Examination
    2019-01-18

View on SEC IAPD

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