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James R. Parker

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CRD#: 356630
JP

Professional summary


James Ronald Parker was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James Ronald Parker, who also goes by James R Parker, Jim Parker, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1968. James had worked at 8 firms and has passed the Series 63, Series 22, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James R Parker | Jim Parker

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 10, 2005 - August 25, 2009

PORTFOLIO ADVISORS ALLIANCE, LLC

BD
CRD#: 101680
NEW YORK, NY
Past

October 25, 2002 - February 7, 2005

USA SECURITIES, LLC

BD
CRD#: 118651
LAS VEGAS, NV
Past

January 6, 1992 - June 8, 1994

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
Past

July 22, 1983 - December 24, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

February 24, 1978 - October 4, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

August 29, 1973 - February 24, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

November 14, 1972 - December 7, 1973

DOMIK CORP.

BD
CRD#: 223
Past

December 10, 1968 - November 20, 1972

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 7/15/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 6/13/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 12/6/1968
Registered Representative Examination

Current Firm


PA
PORTFOLIO ADVISORS ALLIANCE, LLC
PORTFOLIO ADVISORS ALLIANCE, INC. | PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680 / SEC#: , 8-52125

BD
Revoked by SEC on 04/30/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/04/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN PARTNERS CAPITAL GROUP LLCDIRECT OWNER
NIXON, JON ALANPRINCIPAL FINANCIAL OFFICER4710715
NIXON, JON ALANFINANCIAL PRINCIPAL4710715
NIXON, JON ALANPRINCIPAL OPERATIONS OFFICER4710715
WASSERMAN-NIR, KERRI LYNNPRESIDENT & CCO2376090

Disclosures


Regulatory Event5
Civil Event1
Arbitration1

Red Flags


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Company Information


PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680

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