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JD

James B. Drake

PARALEL DISTRIBUTORS
Denver, CO 80290
Some features on this profile are disabled
CRD#: 4212994
JD

Professional summary


James B Drake, who also goes by J. Brad Drake, James Bradford Drake, is a registered financial professional currently at PARALEL DISTRIBUTORS located in Denver, Colorado.

James is registered as a RR (Registered Representative) and started their career in finance in 2000. James has worked at 26 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J. Brad Drake | James Bradford Drake

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 James B Drake'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

May 8, 2025 - Present

PARALEL DISTRIBUTORS

Office #1: 1700 Broadway Suite 1850, Denver, CO 80290
BD
CRD#: 316115
Denver, CO
Past

February 2, 2021 - September 12, 2023

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
OSTRANDER, OH
Past

June 11, 2019 - September 12, 2023

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
Gahanna, OH
Past

May 16, 2019 - September 12, 2023

PARNASSUS FUNDS DISTRIBUTOR, LLC

BD
CRD#: 15883
Gahanna, OH
Past

April 16, 2018 - September 12, 2023

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
Ostrander, OH
Past

December 7, 2017 - September 12, 2023

SMEAD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 173734
OSTRANDER, OH
Past

September 16, 2016 - June 23, 2020

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
Gahanna, OH
Past

September 16, 2016 - December 31, 2022

ORBIS INVESTMENTS (U.S.), LLC

BD
CRD#: 172663
OSTRANDER, OH
Past

September 16, 2016 - September 12, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Ostrander, OH
Past

February 14, 2013 - December 31, 2017

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 143809
GAHANNA, OH
Past

January 4, 2013 - December 31, 2017

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
GAHANNA, OH
Past

January 4, 2013 - June 23, 2020

FAIRHOLME DISTRIBUTORS, LLC

BD
CRD#: 150987
GAHANNA, OH
Past

January 4, 2013 - December 31, 2022

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Ostander, OH
Past

January 4, 2013 - September 12, 2023

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
OSTRANDER , OH
Past

January 4, 2013 - September 12, 2023

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
Ostrander, OH
Past

January 4, 2013 - September 12, 2023

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
Ostrander, OH
Past

April 28, 2010 - August 8, 2022

FORESIDE INVESTMENT SERVICES, LLC

BD
CRD#: 30016
GAHANNA, OH
Past

March 10, 2010 - May 1, 2020

BD COMPLIANCE SOLUTIONS, LLC

BD
CRD#: 30188
GAHANNA, OH
Past

March 10, 2010 - June 23, 2020

FORESIDE ASSOCIATES, LLC

BD
CRD#: 13494
GAHANNA, OH
Past

March 10, 2010 - September 12, 2023

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
Ostrander, OH
Past

March 10, 2010 - September 12, 2023

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Ostrander, OH
Past

March 10, 2010 - September 12, 2023

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
Ostrander, OH
Past

January 13, 2009 - December 31, 2022

NORTHERN FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45943
Ostrander, OH
Past

October 3, 2007 - January 5, 2009

BD COMPLIANCE SOLUTIONS, LLC

BD
CRD#: 30188
GAHANNA, OH
Past

June 5, 2007 - January 27, 2009

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
GAHANNA, OH
Past

October 6, 2006 - November 1, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
DUBLIN, OH
Past

July 12, 2005 - August 18, 2006

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

February 3, 2004 - August 18, 2006

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
DUBLIN, OH
Past

August 15, 2001 - May 5, 2003

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

June 28, 2000 - February 23, 2001

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH

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
California
(5/8/2025)
RR
Colorado
(5/8/2025)
RR
Ohio
(5/9/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/3/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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#: 316115Denver, CO 80290

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