MP
Matthew E. Parkhurst
COUNTERPOINT ASSET MANAGEMENT LLC
Houston, TX
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CRD#: 5692691
MP
Professional summary
Matthew Edwin Parkhurst, who also goes by Matt Parkhurst, is a registered financial advisor currently at COUNTERPOINT ASSET MANAGEMENT LLC located in Houston, Texas and NORTHERN LIGHTS DISTRIBUTORS, LLC located in Elkhorn, Nebraska.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Parkhurst
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.
MR. PARKHUST IS A REALTOR WITH COMPASS RE TEXAS, AN APARTMENT LOCATING, RESIDENTIAL SALES AND PURCHASES LOCATED AT 4200 WESTHEIMER, SUITE 1000, HOUSTON, TX 77027. MR PARKURST BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN NOVEMBER 2011 AND SPENDS 1 HOUR PER MONTH, NONE DURING TRADING HOURS HELPING LOCATE APARTMENTS OR AS AGENT. MR. PARKHURST IS ALSO THE PARTNER IN PC I INTERESTS LLC LOCATED AT 523 WEST BELL STREET, HOUSTON, TX 77019 WHERE HE INVESTS IN A RESTAURANT AND BAR IN DOWNTOWN AUSTIN. HE HAS NO DAY TO DAY DUTIES. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN SEPTEMBER 2017. MR. PARKHURST IS A SILENT PARTNER WITH DMC A MEDITERRANEAN TAPAS AND BAR/LOUNGE LOCATED IN AUSTIN, TX. MR. PARKHURST HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME WITH THIS ACTIVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN OCTOBER, 2019. MR. PARKHURST IS A SILENT PARTNER OF WIN REALITY LOCATED AT 5918 WEST COURTYARD DRIVE, SUITE 450, AUSTIN, TX 78730. WIN REALITY PROVIDES SOFTWARE TO OCULUS HEADSET FOR BATTING PRACTICE WITH BASEBALL PLAYERS. MR. PARKHURST STARTED THIS NON-INVESTMENT RELATED ACTIVITY IN MAY, 2021 AND DOES NOT HAVE ANY DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME WITH THIS ACTIVITY. MR. PARKHURST IS A SILENT PARTNER OF AAA STORAGE, LLC LOCATED AT 3800 EAST UNIVERSITY AVE., GEORGETOWN, TX 78626. MR. PARKHURST HAS NO DAY TO DAY DUTIES IN THIS INDUSTRIAL PARK AND DOES NOT SPEND ANY TIME WITH THIS ACTIVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY MARCH 31, 2022. MR. PARKHURST IS AN INVESTOR IN AURIVOS AN OIL AND NATURAL GAS DRILLING COMPANY LOCATED AT 600 TRAVIS STREET, SUITE 7350, HOUSTON, TX 77002. MR. PARKHURST BEGAN THIS NON-INVESTMENT RELATED ACTIVITY OCTOBER 28, 2022 AND HAS NO DAY TO DAY DUTIES AND SPENDS ZERO HOURS ON THIS ACTIVITY. MR. PARKHURST IS A SILENT INVESTOR IN AMERICAN HELIUM (FORMERLY ARB HELIUM) A HELIUM PROCESSING FACILITY LOCATED AT 600 TRAVIS STREET, SUITE 5050, HOUSTON, TX 77002. MR. PARKHURST HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME ON THIS ACTIVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN JANUARY 2024. MR. PARKHURST IS A SILENT INVESTOR WITH DXD CAPITAL A REAL ESTATE AND SELF STORAGE FIRM LOCATED AT 1718 CENTRAL AVENUE SW, SUITE B, ALBUQUERQUE, NM 87104. MR. PARKHURST HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME WITH THIS ACTIVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN JUNE 2023. MR. PARKHURST IS A SILENT INVESTOR WITH FLOWTEX ENTERGY AN OIL DRILLING/WILDCATTING FIRM LOCATED AT 515 CONGRESS AVENUE, SUITE 1790, AUSTIN, TX 78701. MR. PARKURST HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME ON THIS ACTIVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN SEPTEMBER 2023. MR. PARKHURST IS A SILENT INVESTOR IN SUGAR ROOM AND SPORTING CLUB LOCATED AT 523 WEST BELL STREET, HOUSTON, TX 77019. MR PARKHURST HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME ON THIS ACTIVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN JANUARY 2023. MR. PARKHURST IS A SILENT INVESTOR IN NOVA HOSPITALITY/BLUEPRINT HOLDINGS LOCATED AT 440 WEST 2ND STREET, AUSTIN, TX 78701. MR PARKHURST HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME ON THIS ACTIVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN JANUARY 2023. MR. PARKHURST IS A SILENT INVESTOR IN ARB HELIUM/ARB ENERGY, A HELIUM PROCESSING FACILITY LOCATED AT 600 TRAVIS STREET, SUITE 5050, HOUSTON, TX 77002. MR. PARKHURST HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME ON THIS ACTVITY. HE BEGAN THIS NON-INVESTMENT RELATED ACTIVITY IN JANUARY 2024. MR. PARKHURST IS A SILENT INVESTOR IN HAEMANTHUS DIAGNOSTICS, A HEALTH DIAGNOSTIC FIRM FOR PETS LOCATED AT 1700 SOUTH LAMAR BOULEVARD, SUITE 338, AUSTIN, TX 78704. MR. PARKURST BEGAN THIS NON-INVESTMENT RELATED ACTIVITY DECEMBER, 18 2024 AND HAS NO DAY TO DAY DUTIES AND DOES NOT SPEND ANY TIME ON THIS ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Edwin 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®
NoneExperience
Current
March 17, 2017 - Present
COUNTERPOINT ASSET MANAGEMENT LLC
RIA
CRD#: 164291
Houston, TX
Current
March 21, 2017 - Present
NORTHERN LIGHTS DISTRIBUTORS, LLC
Office #1: 4221 North 203rd Street, Suite 100, Elkhorn, NE 68022BD
CRD#: 126159
Elkhorn, NE
Past
January 6, 2017 - March 2, 2017
SIERRA INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 106615
Houston, TX
Past
February 11, 2013 - February 7, 2017
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
Past
October 18, 2010 - January 7, 2013
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
ATLANTA, GA
Past
September 3, 2010 - January 7, 2013
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Past
May 5, 2010 - August 31, 2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
BARBOURSVILLE, WV
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
IAR
California(3/17/2017)
RR
California(3/1/2022)
RR
Nebraska(3/1/2022)
RR
Texas(3/21/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
COUNTERPOINT ASSET MANAGEMENT LLC
COUNTERPOINT ASSET MANAGEMENT LLC
CRD#: 164291 / SEC#:
Arizona
Registered Investment Advisory firm - (3/8/2017 Approved)California
Registered Investment Advisory firm - (7/30/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12770 High Bluff Dr Suite 380, San Diego, CA 92130
Mailing Address
Phone number
(838) 314-9300
Established
Firm type
Fiscal year end
# of Employees
10
Regulatory assets under management
| Total Number of Accounts | 268 |
| AUM (Assets Under Management) | $ 79,037,150 |
Red Flags
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