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 mix of a domestic entity and an individual. Public FINTRX entries classify the firm as “unclassified” and flag several negative attributes: it is not recorded as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not identified as a related adviser. FINTRX does not supply details on the firm’s client segments, fee schedules, specific business activities, or advisory offerings, so there is no available public description of its investment strategy, target clients, or service model in the source data.
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 27Michael 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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