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CP

Cynthia L. Parris

KESTRA INVESTMENT SERVICES
St Petersburg, FL
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CRD#: 1047540
CP

Professional summary


Cynthia Lee Parris, who also goes by Cynthia Lee Eisberg, Cynthia Parris Eisberg, Cynthia Lee Laturner, Cynthia L Parris, Cynthia Lee Taylor, is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in St Petersburg, Florida.

Cynthia is registered as a RR (Registered Representative) and started their career in finance in 1982. Cynthia has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cynthia Lee Eisberg | Cynthia Parris Eisberg | Cynthia Lee Laturner | Cynthia L Parris | Cynthia Lee Taylor

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Cynthia Lee Parris's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 1, 2024 - Present

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
St Petersburg, FL
Past

July 22, 2022 - October 30, 2024

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
St. Petersburg, FL
Past

January 21, 2009 - July 22, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
St. Petersburg, FL
Past

July 2, 2007 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
SEMINOLE, FL
Past

April 29, 1999 - June 28, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SEMINOLE, FL
Past

January 29, 1997 - May 14, 1999

ELECTRONIC ACCESS DIRECT, INC.

BD
CRD#: 36975
SARASOTA, FL
Past

August 23, 1995 - January 13, 1997

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

BD
CRD#: 14538
TAMPA, FL
Past

May 20, 1982 - July 24, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(10/1/2024)
RR
Florida
(10/1/2024)
RR
Indiana
(10/2/2024)
RR
New York
(10/1/2024)
RR
North Carolina
(10/21/2024)
RR
Ohio
(10/1/2024)
RR
Texas
(10/1/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 7/8/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


KI
KESTRA INVESTMENT SERVICES, LLC
KESTRA INVESTMENT SERVICES, LLC | PARTNERS SECURITIES, INC. | NFP SECURITIES, INC. | NFP SECIRITIES, INC. | NFP ADVISOR SERVICES, LLC | NFP ADVISOR SERVICES

CRD#: 42046 / SEC#: , 8-49672

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
5707 Southwest Parkway 2-125, Austin, TX 78746
Mailing Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Phone number
(844) 553-7872
Established
Texas since 09/01/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
KESTRA FINANCIAL, INCSOLE MEMBER
AMORE, JOHN VINCENTPRESIDENT5430932
CHESTER, KRISTEN LAWLESSCHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT6896952
KANT, VINAYCHIEF DIGITAL TECHNOLOGY OFFICER7976827
PEDLOW, MICHAEL ROSSCHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT4871563
POER, JAMES LYNNCHIEF EXECUTIVE OFFICER1983357
SCHOENBECK, MARK PAULEXECUTIVE VICE PRESIDENT2625829
YIN, YINCONTROLLER3219513
ZEGERS, SCOTT MATTHEWCHIEF FINANCIAL OFFICER4831659

Disclosures


Regulatory Event14
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046St Petersburg, FL

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