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 SEC-registered since 2007. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory profile is recorded as unclassified. It is not identified as a capital allocator and is not marked as an active ESG investor. The record also indicates Parsonex Securities, Inc. is not a multi-state adviser, not newly formed, and does not serve as a pension consultant or related adviser.
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 27
Michael 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
Similar firms
Stonepine Advisors, LLC
Broker-DealerEnglewood, CO
Geneos Wealth Management, Inc.
Broker-DealerEnglewood, CO
Efcg Transaction Services LLC
Broker-DealerDenver, CO
CHA Financial Advisors
Broker-DealerDenver, CO
Vistia Capital, LLC
Broker-DealerLone Tree, CO
FCA Capital Markets LLC
Broker-DealerDenver, CO