Carlos Antonio Parra

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Edward Jones	St Louis	MO	05/2018	08/2023
Regis Corporation	Edina	MN	07/2017	01/2018
Unemployed	Highland Village	TX	06/2017	07/2017
Regis Corporation	Edina	MN	12/2016	05/2017
Shoe Show, Inc.	Concord	NC	12/2015	12/2016
Unemployed	Highland Village	TX	02/2018	04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Frisco	TX	08/2023	Present
Bank Of America N.A.	Frisco	TX	09/2023	Present

05/2018 → 08/2023

Edward Jones

St Louis, MO
07/2017 → 01/2018

Regis Corporation

Edina, MN
06/2017 → 07/2017

Unemployed

Highland Village, TX
12/2016 → 05/2017

Regis Corporation

Edina, MN
12/2015 → 12/2016

Shoe Show, Inc.

Concord, NC
02/2018 → 04/2018

Unemployed

Highland Village, TX
08/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX
09/2023 → Present

Bank Of America N.A.

Frisco, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-20

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