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 appears in SEC records beginning in 2007. The ownership is listed as a combination of a domestic entity and an individual. The firm is classified as “unclassified” in the snapshot and is not identified as a capital allocator. FINTRX indicates the firm is not an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The dataset does not include descriptions of the firm’s business activities, advisory services, or affiliations.
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
Steven Boyd
Registered RepresentativeCRD 5583521
Sharon Levister
Registered RepresentativeCRD 6446846
Theresa Downey
Registered RepresentativeCRD 2594525
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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