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DF

Daniel R. Furey

PARALEL DISTRIBUTORS
Boston, MA 02111-2641
Some features on this profile are disabled
CRD#: 2659356
DF

Professional summary


Daniel Robert Furey, who also goes by Daniel Robert Carver, Daniel R Furey, is a registered financial professional currently at PARALEL DISTRIBUTORS located in Boston, Massachusetts.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1995. Daniel has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Robert Carver | Daniel R Furey

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 Daniel Robert Furey's 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 27, 2025 - Present

PARALEL DISTRIBUTORS

Office #1: One Lincoln Street Suite 1700, Boston, MA 02111-2641
BD
CRD#: 316115
Boston, MA
Past

November 4, 2024 - June 24, 2025

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
San Francisco, CA
Past

November 4, 2024 - June 24, 2025

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
SAN FRANCISCO, CA
Past

July 29, 2014 - June 24, 2024

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LOS ANGELES, CA
Past

January 1, 2014 - June 24, 2024

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 20, 2007 - June 11, 2008

MERRILL LYNCH PROFESSIONAL CLEARING CORP.

BD
CRD#: 16139
NEW YORK, NY
Past

July 26, 2006 - June 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 9, 2005 - May 23, 2006

HMC INVESTMENTS, LLC

BD
CRD#: 40581
NEW YORK, NY
Past

June 28, 2002 - July 25, 2002

UBS ASSET MANAGEMENT (US) INC.

RIA
CRD#: 583
NEW YORK, NY
Past

October 30, 2001 - July 25, 2002

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
NEW YORK, NY
Past

February 18, 1997 - October 25, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 16, 1995 - February 21, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Alabama
(10/27/2025)
RR
Alaska
(10/27/2025)
RR
Arizona
(10/27/2025)
RR
Arkansas
(10/27/2025)
RR
California
(10/27/2025)
RR
Colorado
(10/27/2025)
RR
Connecticut
(10/27/2025)
RR
Delaware
(10/27/2025)
RR
District of Columbia
(10/27/2025)
RR
Florida
(10/27/2025)
RR
Georgia
(10/27/2025)
RR
Hawaii
(10/27/2025)
RR
Idaho
(10/27/2025)
RR
Illinois
(10/27/2025)
RR
Indiana
(10/27/2025)
RR
Iowa
(10/27/2025)
RR
Kansas
(10/27/2025)
RR
Kentucky
(10/27/2025)
RR
Louisiana
(10/27/2025)
RR
Maine
(10/27/2025)
RR
Maryland
(10/27/2025)
RR
Massachusetts
(10/27/2025)
RR
Michigan
(10/27/2025)
RR
Minnesota
(10/27/2025)
RR
Mississippi
(10/27/2025)
RR
Missouri
(10/27/2025)
RR
Montana
(10/27/2025)
RR
Nebraska
(10/27/2025)
RR
Nevada
(10/27/2025)
RR
New Hampshire
(10/27/2025)
RR
New Jersey
(10/27/2025)
RR
New Mexico
(10/27/2025)
RR
New York
(10/27/2025)
RR
North Carolina
(10/27/2025)
RR
North Dakota
(10/27/2025)
RR
Ohio
(10/27/2025)
RR
Oklahoma
(10/27/2025)
RR
Oregon
(10/27/2025)
RR
Pennsylvania
(10/27/2025)
RR
Puerto Rico
(10/27/2025)
RR
Rhode Island
(10/27/2025)
RR
South Carolina
(10/27/2025)
RR
South Dakota
(10/27/2025)
RR
Tennessee
(10/27/2025)
RR
Texas
(10/27/2025)
RR
Utah
(10/27/2025)
RR
Vermont
(10/27/2025)
RR
Virgin Islands
(10/27/2025)
RR
Virginia
(10/27/2025)
RR
Washington
(10/27/2025)
RR
West Virginia
(10/27/2025)
RR
Wisconsin
(10/27/2025)
RR
Wyoming
(10/27/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/28/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PD
PARALEL DISTRIBUTORS
PARALEL DISTRIBUTORS | PARALEL DISTRIBUTORS LLC

CRD#: 316115 / SEC#: , 8-70771

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


Main Address
1700 Broadway Suite 1850, Denver, CO 80290
Mailing Address
1700 Broadway Suite 1850, Denver, CO 80290
Phone number
(303) 378-0364
Established
Delaware since 06/21/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PARALEL TECHNOLOGIES, LLCDIRECT OWNER
MAY, JEREMY OPPEGARDCEO/FOUNDER2744563
SWENSON, BRADLEY JOHNPRESIDENT/CCO/FINOP2666663

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


PARALEL DISTRIBUTORS

CRD#: 316115Boston, MA 02111-2641

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