AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CP

Charles W. Parks

HOMESTEAD FINANCIAL SERVICES
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 5392507
CP

Professional summary

Charles Wayne Parks Jr., who also goes by Charles Wayne Parks, Wayne Parks, is a registered financial professional currently at HOMESTEAD FINANCIAL SERVICES CORP. located in Arlington, Virginia.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2007. Charles has worked at 2 firms and has passed the SIE, Series 7TO and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Charles Wayne Parks | Wayne Parks

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 Charles Wayne Parks Jr.'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

March 29, 2021 - Present

HOMESTEAD FINANCIAL SERVICES CORP.

Office #1: 4301 Wilson Boulevard, Arlington, VA 22203
BD
CRD#: 26643
Arlington, VA
Past

October 9, 2007 - December 31, 2015

CALVERT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 37527
BETHESDA, MD

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.

Exams

General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/27/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/8/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HF
HOMESTEAD FINANCIAL SERVICES CORP.
HOMESTEAD FINANCIAL SERVICES CORP. | RE INVESTMENT CORPORATION

CRD#: 26643 / SEC#: , 8-42682

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4301 Wilson Boulevard, Arlington, VA 22203
Mailing Address
4301 Wilson Boulevard, Arlington, VA 22203
Phone number
(703) 907-5903
Established
Virginia since 05/02/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NRECA UNITED HOLDINGS, INC.HOLDING COMPANY OF NRECA SUBSIDIARIES
CIVEROLO, BETH ANNEVICE PRESIDENT AND DIRECTOR2643410
DI MAURO, AMY MERRILLTREASURER, DIRECTOR, FINANCIAL AND OPERATIONS PRINCIPAL, CHIEF AND PRINCIPAL FINANCIAL OFFICER, AND PRINCIPAL OPERATIONS OFFICER4731228
OLLIVIERRE, MONICA LYNNSECRETARY4036059
SIEVERLING, DANIELLE CHERIECHIEF COMPLIANCE OFFICER4918493
WEBSTER, JENNIFER LAURELPRESIDENT AND DIRECTOR1438190

Disclosures

Regulatory Event1

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

HOMESTEAD FINANCIAL SERVICES CORP.

CRD#: 26643Arlington, VA 22203

TRUST BUT VERIFY

Monitor Charles Parks

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
MH
Matthew HalversonAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Washington, DC
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics