HP
H. Joseph E. Parnes
TECHNOMART RGA
Baltimore, MD 21202
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CRD#: 4341628
HP
Professional summary
H. Joseph E. Parnes is a registered financial advisor currently at TECHNOMART RGA INC located in Baltimore, Maryland.
H. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. H. Joseph has worked at 1 firm .
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.
I AM AN INVESTMENT ADVISER REPRESENTATIVE AND PRESIDENT OF TECHNOMART R.G.A. INC. SINCE 12/1973
CRS (Client Relationship Summary) - RIA
Click below to view H. Joseph E. Parnes'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®
NoneExperience
Current
February 22, 2022 - Present
TECHNOMART RGA INC
Office #1: 401 E. Pratt Street Suite 312, Baltimore, MD 21202RIA
CRD#: 107891
Baltimore, MD
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
Maryland(2/22/2022)
Exams
Current Firm
TR
TECHNOMART RGA INC
TECHNOMART RGA INC
CRD#: 107891 / SEC#: 801-14840
RIA
Registered Investment Advisory firm - (1/9/2004 Terminated)Maryland
Registered Investment Advisory firm - (12/19/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
401 E. Pratt Street Suite 312, Baltimore, MD 21202
Mailing Address
Phone number
(410) 828-6555
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 337,949,124 |
Red Flags
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