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Brett Stephen Parsons

Ptma Investment Advisors

Denver, CO

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Current Employers
Ptma Investment Advisors

717 17Th Street Suite 1850, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-03-16
  • CO RA
    APPROVED
    Since 2023-03-16

Branch Locations

717 17Th Street Suite 1850, Denver, CO 80202 • 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
Poudre School District R-1 Fort Collins CO 04/2015 06/2022
Weld County School District Re-1 Gilcrest CO 06/2022 01/2023
Public Trust Advisors, Llc Denver CO 01/2023 Present
Pma Financial Network, Llc Naperville IL 07/2024 Present
Pma Securities, Llc Windsor CO 09/2024 Present
  • 04/2015 → 06/2022
    Poudre School District R-1
    Fort Collins, CO
  • 06/2022 → 01/2023
    Weld County School District Re-1
    Gilcrest, CO
  • 01/2023 → Present
    Public Trust Advisors, Llc
    Denver, CO
  • 07/2024 → Present
    Pma Financial Network, Llc
    Naperville, IL
  • 09/2024 → Present
    Pma Securities, Llc
    Windsor, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-16
  • S65 Uniform Investment Adviser Law Examination
    2023-03-16
Other Names
  • Brett S Parsons

View on SEC IAPD

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Other Offices

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ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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