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Daniel Robert Furey

CRD# 2659356·Registered 1995 - 2026
Previously Registered: Being a previously registered professional could mean that Daniel 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.

Professional Summary

Daniel Robert Furey, who also goes by Daniel Robert Carver, Daniel R Furey, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1995 - 2026. Daniel had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel Robert Carver, Daniel R Furey

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

Past

PARALEL DISTRIBUTORSPast·CRD# 316115
BD
Denver, CO
October 27, 2025 - April 1, 2026
BLACKROCK INVESTMENT MANAGEMENT, LLCPast·CRD# 108928
RIA
San Francisco, CA
November 4, 2024 - June 24, 2025
BLACKROCK INVESTMENTS, LLCPast·CRD# 38642
BD
San Francisco, CA
November 4, 2024 - June 24, 2025
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
RIA
Los Angeles, CA
July 29, 2014 - June 24, 2024
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Weehawken, NJ
January 1, 2014 - June 24, 2024
MERRILL LYNCH PROFESSIONAL CLEARING CORP.Past·CRD# 16139
BD
New York, NY
December 20, 2007 - June 11, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
July 26, 2006 - June 11, 2008
HMC INVESTMENTS, LLCPast·CRD# 40581
BD
New York, NY
December 9, 2005 - May 23, 2006
UBS ASSET MANAGEMENT (US) INC.Past·CRD# 583
RIA
New York, NY
June 28, 2002 - July 25, 2002
UBS ASSET MANAGEMENT (US) INC.Past·CRD# 583
BD
New York, NY
October 30, 2001 - July 25, 2002
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Weehawken, NJ
February 18, 1997 - October 25, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
October 16, 1995 - February 21, 1997

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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)

Contact Information

Main Address

1700 Broadway Suite 2100, Denver, CO 80290

Mailing Address

1700 Broadway Suite 2100, 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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2013About the Series 7 exam

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CRS (Client Relationship Summary)

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

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