RP
Richard W. Parker
THURSTON SPRINGER ADVISORS
Indianapolis, IN 46240
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CRD#: 5497397
RP
Professional summary
Richard Wilson Parker is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Indianapolis, Indiana and TRUEDGE ASSET MANAGEMENT LLC located in Indianapolis, Indiana.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Richard has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 7 and Series 24 exams.
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.
Financial Services Holdings, Indianapolis, IN, Holding company for Thurston Springer and related entities, not investment related, Chief Executive Officer, participation during market hours, 40 hours, per month. JWAS, Indianapolis IN, Not for profit organization for underprivileged kids, Finance Committee member, investment related, 2 hours a month, no participation during market hours. 484 E Carmel Dr., Adept Investments, LLC, Commercial Real Estate not investment related. Time spent 5 hours a month not during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Wilson Parker'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®
NoneExperience
Current
August 12, 2020 - Present
THURSTON SPRINGER ADVISORS
Office #1: 9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240RIA
CRD#: 299201
Indianapolis, IN
Current
November 6, 2024 - Present
TRUEDGE ASSET MANAGEMENT LLC
Office #1: 9000 Keystone Crossing 7th Fl, Indianapolis, IN, 46240RIA
CRD#: 323442
Indianapolis, IN
Current
April 23, 2008 - Present
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Office #1: 9000 Keystone Crossing Suite 700, Indianapolis, IN 46240BD
CRD#: 8478
Indianapolis, IN
Past
October 2, 2018 - January 19, 2022
ROBOVISE DBA ROBO
RIA
CRD#: 285062
INDIANAPOLIS, IN
Past
September 29, 2008 - July 6, 2021
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
RIA
CRD#: 8478
INDIANAPOLIS, IN
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".
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)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
Alaska(11/5/2024)
RR
Arizona(12/4/2017)
RR
Arkansas(7/12/2023)
RR
California(7/5/2011)
RR
Colorado(12/16/2015)
RR
Connecticut(12/16/2020)
RR
District of Columbia(5/18/2023)
RR
Florida(3/10/2009)
RR
Georgia(12/16/2015)
RR
Hawaii(11/5/2024)
RR
Illinois(7/30/2010)
RR
Indiana(7/2/2008)
IAR
Indiana(8/12/2020)
RR
Kentucky(6/20/2012)
RR
Louisiana(9/11/2018)
RR
Maryland(12/16/2015)
RR
Massachusetts(12/16/2015)
RR
Michigan(6/20/2012)
RR
Minnesota(11/5/2024)
RR
Mississippi(4/5/2017)
RR
Missouri(1/13/2010)
RR
Nebraska(11/5/2024)
RR
New Hampshire(2/22/2013)
RR
New Jersey(12/16/2015)
RR
New Mexico(4/5/2017)
RR
New York(12/16/2015)
RR
North Carolina(12/21/2015)
RR
Ohio(2/4/2009)
RR
Pennsylvania(12/16/2015)
RR
Puerto Rico(5/24/2018)
RR
South Carolina(12/16/2015)
RR
South Dakota(1/5/2016)
RR
Tennessee(12/10/2014)
RR
Texas(12/16/2015)
RR
Utah(12/16/2015)
RR
Vermont(11/5/2024)
RR
Virginia(11/5/2024)
RR
Washington(12/16/2015)
RR
West Virginia(10/30/2025)
RR
Wisconsin(12/16/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
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Contact information
Main Address
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 581-4000
Established
Firm type
Fiscal year end
# of Employees
93
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,759 |
| AUM (Assets Under Management) | $ 3,675,305,852 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/21/2025 | ||
| 02/28/2024 |
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.
