AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SP

Stanley J. Parker

Some features on this profile are disabled
CRD#: 1210667
SP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stanley J. Parker, who also goes by Stan Parker, Stanley Parker, Stanley Plachcinski, was a registered financial professional .

Stanley is a previously registered financial professional and started their career in finance in 1983. Stanley had worked at 15 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


Stan Parker | Stanley Parker | Stanley Plachcinski

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 17, 2016 - October 16, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
New York, NY
Past

April 7, 2011 - May 3, 2016

CALDWELL INTERNATIONAL SECURITIES

BD
CRD#: 104323
NASSAU,
Past

January 4, 2010 - April 4, 2011

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
YONKERS, NY
Past

February 20, 2009 - December 31, 2009

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
NEW YORK, NY
Past

December 4, 2007 - March 12, 2009

HALLMARK INVESTMENTS, INC.

BD
CRD#: 135003
NEW YORK, NY
Past

March 22, 2005 - December 3, 2007

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

November 27, 2002 - March 23, 2005

KERN, SUSLOW SECURITIES, INC.

BD
CRD#: 24755
NEW YORK, NY
Past

January 2, 2002 - December 2, 2002

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

February 17, 1998 - January 2, 2002

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

May 31, 1995 - January 30, 1998

NICHOLS, SAFINA, LERNER & CO. INC.

BD
CRD#: 35476
NEW YORK, NY
Past

July 31, 1993 - May 30, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 10, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 29, 1989 - July 17, 1992

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

January 6, 1986 - April 19, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 23, 1983 - January 21, 1986

ADVEST, INC.

BD
CRD#: 10

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/30/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/2009
General Securities Principal Examination

Current Firm


WI
WESTERN INTERNATIONAL SECURITIES, INC.
WESTERN INTERNATIONAL SECURITIES | WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262 / SEC#: 801-68953, 8-48572

BD
Terminated by SEC on 10/11/2025
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
70 South Lake Avenue Suite 700, Pasadena, CA 91101
Mailing Address
Phone number
(888) 793-7717
Established
Colorado since 04/14/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
407

FINRA licenses (5 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

WIS FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
CONCEPT BROKERAGE HOLDING CORPORATIONHOLDING COMPANY
MORRISSEY, WILLIAM PAULPRESIDENT1575389
SIMONSON, MARY KATHRYNCHIEF COMPLIANCE OFFICER1297398
TYMKIW, TRISHA LYNNFINOP3197368

Regulatory assets under management


Total Number of Accounts10,904
AUM (Assets Under Management)$ 3,512,564,746

Disclosures


Regulatory Event15
Civil Event1
Arbitration5

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/05/2024
Cover Page
06/28/2024

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


WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

TRUST BUT VERIFY

Monitor Stanley Parker

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics