Brandon R. Parkhurst

PARKHURST CONSULTING CPA PC

Cedar Park, TX 78613

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CRD#: 4886778

Professional summary

Brandon Ryan Parkhurst, CFP® is a registered financial advisor currently at PARKHURST CONSULTING CPA PC located in Cedar Park, Texas.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brandon has worked at 2 firms and has passed the Series 65 exam.

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.

CPA SINCE 2002 AND THE OWNER/SHAREHOLDER OF PARKHURST & ASSOCIATES CPA PC, 1603 MEDICAL PARKWAY, BLDG 3, SUITE 320, CEDAR PARK, TX 78613, A TAX AND ACCOUNTING FIRM. DEVOTES 100 HOURS/MONTH TO ACCOUNTING FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Ryan Parkhurst'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®

CFP^®

Certified Financial Planner

Experience

Current

March 24, 2009 - Present

PARKHURST CONSULTING CPA PC

Office #1: 1603 Medical Parkway Bldg 3, Suite 300, Cedar Park, TX 78613

RIA

CRD#: 149240

Cedar Park, TX

Past

December 7, 2004 - December 3, 2008

CAIN, WATTERS & ASSOCIATES, LLC

RIA

CRD#: 111521

DALLAS, TX

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

Texas
(3/24/2009)

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 65

Date: 9/2/2004

Uniform Investment Adviser Law Examination

Current Firm

PARKHURST CONSULTING CPA PC

CRD#: 149240 / SEC#:

Colorado

Registered Investment Advisory firm - (12/31/2012 Terminated)

Ohio

Registered Investment Advisory firm - (12/31/2012 Terminated)

Texas

Registered Investment Advisory firm - (3/24/2009 Approved)

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).

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Contact information

Main Address

1603 Medical Parkway Bldg 3, Suite 300, Cedar Park, TX 78613

Mailing Address

Phone number

(512) 582-7500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 4,424,257

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brandon R. Parkhurst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Ryan Parkhurst's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARKHURST CONSULTING CPA PC

CAIN, WATTERS & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2004

Current Firm

PARKHURST CONSULTING CPA PC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARKHURST CONSULTING CPA PC

TRUST BUT VERIFY

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