Brian W. Bishop

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CRD#: 6232479

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Wayne Bishop was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2013. Brian had worked at 5 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

PARSONEX INSURANCE AGENCY, INDEPENDENT CONTRACTOR, SALES OF INSURANCE PRODUCTS, 1/HRS MONTH, NON INVESTMENT RELATED. HERITAGE LIVING TRUST, INDEPENDENT CONTRACTOR, SALES OF LIFE INSURANCE, 1HRS/MONTH, NON INVESTMENT RELATED. PARSONEX ADVISORY SERVICES, INC. INVESTMENT ADVISOR REPRESENTATIVE, OFFERING INDIVIDUAL ADVISORY SERVICES, 10HRS/MO. iProcure Consulting, LLC, Contract consulting and data analysis services to the Defense Threat Reduction Agency, Acquisition Analyst, 40 hrs/ week, Salary Base, Non Investment Related. REAL ESTATE - RENTAL PROPERTY, CHESAPEAKE BEACH, MD, 1HRS/MO, OWNER. NOT INVESTMENT RELATED. Educators Financial Group, LLC, Sales of Insurance, Producer/Agent, Investment Related, Commission Based Only. RedBox+ (franchise), administrative, Owner, General Manager

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 11, 2021 - April 24, 2025

PARSONEX ADVISORY SERVICES, INC.

RIA

CRD#: 160275

Dumfries, VA

Past

July 28, 2015 - December 31, 2020

PARSONEX ADVISORY SERVICES, INC.

RIA

CRD#: 160275

Dumfries, VA

Past

July 23, 2015 - April 24, 2025

PARSONEX SECURITIES, INC.

CRD#: 144412

Englewood, CO

Past

January 21, 2014 - May 22, 2014

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

January 21, 2014 - May 22, 2014

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

October 11, 2013 - December 3, 2013

WADDELL & REED

RIA

CRD#: 866

VIENNA, VA

Past

August 23, 2013 - December 3, 2013

WADDELL & REED

CRD#: 866

VIENNA, VA

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".

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 Approved)

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.

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 66

Date: 10/11/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2013

General Securities Representative Examination

Current Firm

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 Approved)

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Contact information

Main Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Mailing Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Phone number

(303) 662-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARSONEX ADVISORY SERVICES BROCHURE 3-2023 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 174,840,469

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.

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Advisor Monitoring

Firm Stability Insights

Brian W. Bishop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PARSONEX ADVISORY SERVICES, INC.

PARSONEX SECURITIES, INC.

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

PARSONEX ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2013

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2013

Current Firm

PARSONEX ADVISORY SERVICES, INC.

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARSONEX ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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