Ryan D. Parson
SUNLIGHT PEAKS FINANCIAL PARTNERS
Glenwood Springs, CO
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CRD#: 3269378
Professional summary
Ryan Douglas Parson, CFP® is a registered financial advisor currently at SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC located in Glenwood Springs, Colorado.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 3 firms and has passed the Series 63, Series 6, Series 51 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) REAL ESTATE PARTNERSHIPS, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 8/2005; 5 HR/MO; BUY AND SELL REAL ESTATE. 2) COMMERCIAL PARTNERSHIPS LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER; 12/2008; 5 HR/MO; MAINTAINS DEEDS OF TRUSTS 3) EAST VALLEY ESTATES, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 2/2015; 1 HR/MO; BUSINESS MANAGEMENT 4) HERITAGE MANAGEMENT GROUP, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 1/2018, 5 HR/MO; HOLDING COMPANY-BUSINESS MANAGEMENT 5) ELLIPSE TRANSPORTATION, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 5/2010, 0 HR/MO; BUY AND HOLD MOBILE HOMES 6) HERITAGE INVESTMENT SERVICES, LLC; NON-INVESTMENT RELATED; PMB 304 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 7/2011, 0 HR/MO; NO BUSINESS ACTIVITY SINCE INCEPTION 7) HERITAGE CAPITAL USA, INC. NON-INVESTMENT RELATED; PMB 314 1338 GRAND AVE GLENWOOD SPRINGS, CO 81601; OWNER/MEMBER; 7/2011, 10 HR/MO; BUSINESS MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Douglas Parson'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®
CFP®
Start date: 2003
Experience
Current
October 7, 2021 - Present
SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC
RIA
CRD#: 315251
Glenwood Springs, CO
Past
April 7, 2004 - October 4, 2007
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
TEMPE, AZ
Past
August 23, 1999 - September 13, 2012
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
TEMPE, AZ
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
Arizona(10/18/2021)
IAR
Colorado(10/7/2021)
IAR
Maryland(5/10/2023)
IAR
Texas(1/3/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SP
SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC
SUNLIGHT PEAKS | SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC
CRD#: 315251 / SEC#: 801-121694
RIA
Registered Investment Advisory firm - (2/6/2024 Terminated)Arizona
Registered Investment Advisory firm - (6/30/2023 Approved)Colorado
Registered Investment Advisory firm - (7/17/2023 Approved)Maryland
Registered Investment Advisory firm - (7/20/2023 Approved)Texas
Registered Investment Advisory firm - (10/11/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Glenwood Springs, CO
Mailing Address
1338 Grand Ave #314, Glenwood Springs, CO 81601
Phone number
8662100158 X 1
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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