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TP

Tammie M. Parran

ELE ADVISORY SERVICES,
Brookshire, TX
Some features on this profile are disabled
CRD#: 4466243
TP

Professional summary


Tammie Moore Parran, who also goes by Tammie N Moore, Tammie N Parran, Tammie Parran, is a registered financial advisor currently at ELE ADVISORY SERVICES, INC located in Brookshire, Texas and ELE WEALTH SOLUTIONS, INC. located in Brookshire, Texas.

Tammie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Tammie has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tammie N Moore | Tammie N Parran | Tammie Parran

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. CFO/Insurance Agent, ELE Wealth Management, Inc., located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075, started 09/2001; 2. Realtor (1 Hour/Month); 3. Independent insurance agent with various carriers DBA: ELE Wealth Management, LLC (TX), mailing address PO Box 5704, Katy, TX 77491-5704; 4. Investment Advisor Representative, ELE Advisory Services, Inc., Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Provides investment advice, started 04/2011 (120 Hours/Month); 5. Fair Tax Refund, Tax Preparer, started 02/2015 (1 Hour/Month), business address PO Box 5704, Katy, TX 77491-5704; 6. CEO, The Parran Group, LLC, Business and Personal Coaching and Consulting, started 03/2016 (10 Hours/Month), business address PO Box 5704, Katy, TX 77491-5704; 7. ELE Cares Inc., a Non-profit offering Educational and Charitable Services, started 04/2016 (named reserved for future use: 0 Hours/Month) business address PO Box 5704, Katy, TX 77491-5704; 8. CEO, Blaconomy, Inc., Marketing Services started 09/2016 (5 Hours/Month) business address: PO Box 5704, Katy, TX 77491-5704; 9. CEO, Swift Janitorial Services, Inc. Commercial Janitorial Service started 09 2018 (5 Hours/Month); business address: PO Box 5704, Katy, TX 77491-5704; 10. Chief Academic Officer, ELE Cares Foundation. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. A non-profit foundation started 11/2018 (5 Hours/Month); 11. CEO, Cougar Cigars, Inc., Located at 200 Converse, Weimer, TX 78962. A mobile cigar lounge, started 10/2019 (5 Hours/Month); 12. Podcast Host of Leaf Therapy. Started 09/2020 (5 Hours/Month); business address: PO Box 5704, Katy, TX 77491-5704. 13. ELE Mortgage Services, Inc. started 11/2020 (5 Hours/Month); Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. 14. CEO, dba Parran Logistics & Transportation. Plan, implement, and control the movement and storage of goods. Started 10/2021 (reserved for future use); business address: PO Box 5704, Katy, TX 77491-5704. 15. CEO, Running Creek Logistics. Plan, implement, and control the movement and storage of goods. Started 12/2021 (10 Hours/Month); business address: PO Box 5704, Katy, TX 77491-5704; 16. CEO, The Parran Group, LLC dba WeMoveFreight.net, Plans, implements, and controls the movement and storage of goods. Started on 08/2022 (10 Hours/Month); business address is PO Box 5704, Katy, TX 77491-5704. 17. Notary- Waller County, TX. Started 12/2022. (3 Hours/Month) - May notarize documents for ELE clients. 18. Co-owner, Alcohol, Drug, and DNA Testing, LLC and Labs, Tests, and Screenings, LLC. Performs pre-employment screenings and DNA testing. Started on 03/2024 (10 Hours/Month); business address is PO Box 5704, Katy, TX 77491-5704. 19. Co-owner, The Parran Group, LLC dba Main Squeeze Lemonade Bar. Concessions. Started on 07/2025 (20 Hours/Month); business address is PO Box 5704, Katy, TX 77491-5704.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Tammie Moore Parran's CRS (Customer Relationship Summary).
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

April 26, 2011 - Present

ELE ADVISORY SERVICES, INC

RIA
CRD#: 148228
Brookshire, TX
Current

April 22, 2013 - Present

ELE WEALTH SOLUTIONS, INC.

BD
CRD#: 38931
BROOKSHIRE, TX
Past

March 10, 2011 - July 1, 2011

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
KATY, TX
Past

March 10, 2011 - July 1, 2011

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
KATY, TX
Past

March 9, 2011 - March 22, 2011

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
KATY, TX
Past

January 28, 2011 - March 18, 2011

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
KATY, TX
Past

February 2, 2010 - November 5, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
SOUTHFIELD, MI
Past

December 9, 2008 - November 5, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SOUTHFIELD, MI
Past

September 26, 2008 - December 11, 2008

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
SOUTHFIELD, MI
Past

March 7, 2008 - September 30, 2008

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
SOUTHFIELD, MI
Past

May 15, 2006 - September 30, 2008

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
SOUTHFIELD, MI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC

CRD#: 148228 / SEC#: 801-117442

RIA
Registered Investment Advisory firm - (2/10/2020 Approved)
Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)
California
Registered Investment Advisory firm - (3/22/2020 Terminated)
Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)
Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)
Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)
Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)
Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)
Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)
Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)
Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)

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.
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
Alabama
(6/24/2016)
RR
California
(5/1/2013)
IAR
California
(10/31/2018)
IAR
Colorado
(4/12/2022)
RR
Colorado
(10/10/2024)
IAR
Georgia
(10/14/2011)
RR
Illinois
(2/23/2018)
IAR
Louisiana
(10/12/2011)
RR
Massachusetts
(7/11/2025)
IAR
Michigan
(4/26/2011)
RR
Michigan
(7/19/2017)
RR
Missouri
(3/20/2020)
RR
North Carolina
(10/19/2016)
RR
Ohio
(6/16/2016)
RR
South Dakota
(3/26/2020)
IAR
Texas
(11/17/2011)
RR
Texas
(8/14/2013)
IAR
Virginia
(7/10/2017)
RR
Washington
(7/7/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/10/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 12/27/2013
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC

CRD#: 148228 / SEC#: 801-117442

RIA
Registered Investment Advisory firm - (2/10/2020 Approved)
Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)
California
Registered Investment Advisory firm - (3/22/2020 Terminated)
Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)
Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)
Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)
Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)
Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)
Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)
Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)
Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)
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Contact information


Main Address
18700 W. 10 Mile Road Suite 100, Southfield, MI 48075
Mailing Address
Phone number
(248) 356-6555
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (4/6/2025)

Regulatory assets under management


Total Number of Accounts1,401
AUM (Assets Under Management)$ 125,500,125

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


ELE ADVISORY SERVICES, INC

CRD#: 148228Brookshire, TX

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