Jeffrey W. Parkhurst

HALCYON GLOBAL ADVISORS

Dallas, TX 75248

Some features on this profile are disabled

CRD#: 2244855

Professional summary

Jeffrey Warren Parkhurst, who also goes by Jeff Warren Parkhurst, is a registered financial advisor currently at HALCYON GLOBAL ADVISORS located in Dallas, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Warren Parkhurst

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) - RIA

Click below to view Jeffrey Warren Parkhurst'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

May 20, 2014 - Present

HALCYON GLOBAL ADVISORS

Office #1: 15660 Dallas Parkway Suite 1425, Dallas, TX 75248

RIA

CRD#: 170600

Dallas, TX

Past

May 10, 2001 - October 30, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

DALLAS, TX

Past

May 4, 2001 - July 2, 2018

LPL FINANCIAL LLC

CRD#: 6413

DALLAS, TX

Past

November 5, 1999 - May 9, 2001

FIRST SECURITIES USA, INC.

CRD#: 39986

IRVINE, CA

Past

September 26, 1994 - November 5, 1999

FIRST ASSOCIATED SECURITIES GROUP, INC.

CRD#: 20597

CHICO, CA

Past

March 29, 1994 - July 21, 1994

GAINEY FINANCIAL SERVICES, INC.

CRD#: 27968

SCOTTSDALE, AZ

Past

June 19, 1992 - May 23, 1994

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HALCYON GLOBAL ADVISORS

HALCYON GLOBAL ADVISORS | PARKHURST, JEFFREY | HALCYON GLOBAL ADVISORS, LLC

CRD#: 170600 / SEC#: 801-118182

RIA

Registered Investment Advisory firm - (3/6/2020 Approved)

Texas

Registered Investment Advisory firm - (3/6/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/20/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/12/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/26/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/13/2000

General Securities Principal Examination

Current Firm

HALCYON GLOBAL ADVISORS

HALCYON GLOBAL ADVISORS | PARKHURST, JEFFREY | HALCYON GLOBAL ADVISORS, LLC

CRD#: 170600 / SEC#: 801-118182

RIA

Registered Investment Advisory firm - (3/6/2020 Approved)

Texas

Registered Investment Advisory firm - (3/6/2020 Terminated)

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

15660 Dallas Parkway Suite 1425, Dallas, TX 75248

Mailing Address

Phone number

(972) 499-8278

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX (WRAP BROCHURE) (3/3/2025)

FORM ADV PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	466
AUM (Assets Under Management)	$ 193,988,715

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

RICHARDSON, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey W. Parkhurst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Warren Parkhurst's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIRST SECURITIES USA, INC.

FIRST ASSOCIATED SECURITIES GROUP, INC.

GAINEY FINANCIAL SERVICES, INC.

H.J. MEYERS & CO., INC.

Primary Firm SEC Registration

HALCYON GLOBAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2002

Series 63

Date: 6/26/1992

SIE

Date: 7/2/2018

Series 7

Date: 6/17/1992

Series 24

Date: 1/13/2000

Current Firm

HALCYON GLOBAL ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALCYON GLOBAL ADVISORS

TRUST BUT VERIFY

Similar Advisors