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EW

Elizabeth M. Ward

PARALEL DISTRIBUTORS
Denver, CO 80290
Some features on this profile are disabled
CRD#: 5133593
EW

Professional summary

Elizabeth Mckinzie Ward, who also goes by Elizabeth Mckinzie Mahan, Elizabeth Mckinzie Ward, is a registered financial professional currently at PARALEL DISTRIBUTORS located in Denver, Colorado.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2006. Elizabeth has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Elizabeth Mckinzie Mahan | Elizabeth Mckinzie Ward

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 Elizabeth Mckinzie Ward'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 7, 2026 - Present

PARALEL DISTRIBUTORS

Office #1: 1700 Broadway Suite 2100, Denver, CO 80290
BD
CRD#: 316115
Denver, CO
Past

March 5, 2025 - November 10, 2025

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

May 2, 2023 - July 26, 2023

TRADE-PMR INC.

BD
CRD#: 46350
CLEARWATER, FL
Past

July 21, 2022 - March 9, 2023

REALTA EQUITIES, INC.

BD
CRD#: 23769
WILMINGTON, DE
Past

May 1, 2020 - April 18, 2022

TIFIN PRIVATE MARKETS LLC

BD
CRD#: 305935
BOULDER, CO
Past

October 28, 2015 - September 12, 2019

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

September 23, 2013 - October 30, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

August 1, 2011 - September 4, 2013

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
WESTLAKE, TX
Past

March 7, 2008 - June 1, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

March 6, 2008 - June 1, 2011

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ORLANDO, FL
Past

August 15, 2006 - February 12, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ORLANDO, FL
Past

July 24, 2006 - February 12, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ORLANDO, FL

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
Alabama
(5/7/2026)
RR
Alaska
(5/7/2026)
RR
Arizona
(5/7/2026)
RR
Arkansas
(5/7/2026)
RR
California
(5/7/2026)
RR
Colorado
(5/7/2026)
RR
Connecticut
(5/7/2026)
RR
Delaware
(5/7/2026)
RR
District of Columbia
(5/7/2026)
RR
Florida
(5/7/2026)
RR
Georgia
(5/7/2026)
RR
Hawaii
(5/7/2026)
RR
Idaho
(5/7/2026)
RR
Illinois
(5/7/2026)
RR
Indiana
(5/7/2026)
RR
Iowa
(5/7/2026)
RR
Kansas
(5/7/2026)
RR
Kentucky
(5/7/2026)
RR
Louisiana
(5/7/2026)
RR
Maine
(5/7/2026)
RR
Maryland
(5/7/2026)
RR
Massachusetts
(5/7/2026)
RR
Michigan
(5/7/2026)
RR
Minnesota
(5/7/2026)
RR
Mississippi
(5/7/2026)
RR
Missouri
(5/7/2026)
RR
Montana
(5/7/2026)
RR
Nebraska
(5/7/2026)
RR
Nevada
(5/7/2026)
RR
New Hampshire
(5/7/2026)
RR
New Jersey
(5/7/2026)
RR
New Mexico
(5/7/2026)
RR
New York
(5/7/2026)
RR
North Carolina
(5/7/2026)
RR
North Dakota
(5/7/2026)
RR
Ohio
(5/7/2026)
RR
Oklahoma
(5/7/2026)
RR
Oregon
(5/7/2026)
RR
Pennsylvania
(5/7/2026)
RR
Puerto Rico
(5/7/2026)
RR
Rhode Island
(5/7/2026)
RR
South Carolina
(5/7/2026)
RR
South Dakota
(5/7/2026)
RR
Tennessee
(5/7/2026)
RR
Texas
(5/7/2026)
RR
Utah
(5/7/2026)
RR
Vermont
(5/7/2026)
RR
Virgin Islands
(5/7/2026)
RR
Virginia
(5/7/2026)
RR
Washington
(5/7/2026)
RR
West Virginia
(5/7/2026)
RR
Wisconsin
(5/7/2026)
RR
Wyoming
(5/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/21/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/20/2010
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/27/2009
General Securities Sales Supervisor - Options Module Examination
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)
Loading...

Contact information

Main Address
1700 Broadway Suite 2100, 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)

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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