Cliff G. Parchmon

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CRD#: 4634932

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cliff G Parchmon was a registered financial professional .

Cliff is a previously registered financial professional and started their career in finance in 2003. Cliff had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

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

September 19, 2017 - April 24, 2018

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

Odessa, FL

Past

October 4, 2016 - August 25, 2017

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Odessa, FL

Past

September 8, 2016 - August 25, 2017

PRUCO SECURITIES, LLC.

CRD#: 5685

Odessa, FL

Past

May 15, 2013 - September 8, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

TAMPA, FL

Past

March 21, 2013 - September 8, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

TAMPA, FL

Past

May 18, 2012 - April 5, 2013

PARK AVENUE SECURITIES LLC

CRD#: 46173

TAMPA, FL

Past

July 29, 2011 - April 17, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

TAMPA, FL

Past

July 7, 2011 - April 17, 2012

TD AMERITRADE, INC.

RIA

CRD#: 7870

TAMPA, FL

Past

July 6, 2011 - April 17, 2012

TD AMERITRADE, INC.

CRD#: 7870

TAMPA, FL

Past

August 17, 2005 - April 18, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

TAMPA, FL

Past

April 28, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

TAMPA, FL

Past

April 28, 2003 - April 18, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TAMPA, FL

Past

March 17, 2003 - April 30, 2003

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

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".

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2003

General Securities Representative Examination

Current Firm

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 Terminated)

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Contact information

Main Address

4371 Hwy 17 #201, Fleming Island, FL 32003

Mailing Address

Phone number

(904) 278-1177

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMARDA WEALTH ADVISORY GROUP ADV PART 2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,106
AUM (Assets Under Management)	$ 325,295,188

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.

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Advisor Monitoring

Firm Stability Insights

Cliff G. Parchmon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

PARK AVENUE SECURITIES LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

CAMARDA WEALTH ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2005

SIE

Date: 8/25/2017

Series 7

Date: 3/13/2003

Current Firm

CAMARDA WEALTH ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMARDA WEALTH ADVISORY GROUP

TRUST BUT VERIFY

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