Parsonex Securities, Inc.
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 144412
- Registered since
- November 27, 2007
- Website
- www.parsonex.com
Firm profile
FINTRXOverview
Parsonex Securities, Inc. is organized as a corporation and has been registered with the SEC since 2007. FINTRX classifies the firm as "unclassified" and records its ownership as a combination of a domestic entity and individual ownership. The firm does not appear to operate as a capital allocator and is not identified as a related adviser or pension consultant. The firm's profile indicates it is not an active ESG investor and FINTRX does not mark it as a multi-state adviser. Several typical advisory activity fields (fee structure, advisory activities, client base) are not populated in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jonathan Miller
Founder, President, CEOCRD 4153196
Contacts
3 of 28Michael Beardi
Senior Financial AdvisorCRD 4024705

Rick Meehleis
Registered RepresentativeCRD 872287

Robert Sutton
Branch PresidentCRD 5043790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8310 S Valley Hwy
- Time zone
- MT (UTC-7)
- Office locations
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