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MH

Marguerita P. Hardy

CNL EDUCATIONAL INSTITUTE
Orlando, FL 32801
Some features on this profile are disabled
CRD#: 6294272
MH

Professional summary

Marguerita Parish Hardy, who also goes by Parish Hardy, is a registered financial advisor currently at CNL EDUCATIONAL INSTITUTE, LLC located in Orlando, Florida and CNL SECURITIES CORP. located in Orlando, Florida.

Marguerita is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Marguerita has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Parish Hardy

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.
CNL Educational Institute, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marguerita Parish Hardy'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

December 8, 2021 - Present

CNL EDUCATIONAL INSTITUTE, LLC

Office #1: 450 S. Orange Ave. Suite 1400, Orlando, FL 32801
RIA
CRD#: 175137
Orlando, FL
Current

November 29, 2021 - Present

CNL SECURITIES CORP.

Office #1: 450 South Orange Avenue Suite 1300, Orlando, FL 32801
BD
CRD#: 10356
ORLANDO, FL
Past

September 26, 2019 - December 10, 2020

CNL EDUCATIONAL INSTITUTE, LLC

RIA
CRD#: 175137
ORLANDO, FL
Past

July 18, 2019 - October 15, 2020

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL
Past

April 2, 2019 - May 16, 2019

TIMOTHY PARTNERS, LTD.

RIA
CRD#: 41835
MAITLAND, FL
Past

October 31, 2018 - May 16, 2019

TIMOTHY PARTNERS, LTD.

BD
CRD#: 41835
MAITLAND, FL
Past

September 2, 2015 - July 28, 2017

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ORLANDO, FL
Past

December 11, 2014 - July 28, 2017

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ORLANDO, FL

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".
CE
CNL EDUCATIONAL INSTITUTE, LLC
CNL EDUCATIONAL INSTITUTE, LLC | CNL ENERGY FUND ADVISORS, LLC

CRD#: 175137 / SEC#: 801-81051

RIA
Registered Investment Advisory firm - (2/27/2015 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
California
(1/3/2024)
IAR
Delaware
(12/14/2021)
IAR
Florida
(12/8/2021)
RR
Florida
(8/10/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/28/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/11/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/7/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CE
CNL EDUCATIONAL INSTITUTE, LLC
CNL EDUCATIONAL INSTITUTE, LLC | CNL ENERGY FUND ADVISORS, LLC

CRD#: 175137 / SEC#: 801-81051

RIA
Registered Investment Advisory firm - (2/27/2015 Approved)
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Contact information

Main Address
450 S. Orange Ave. Suite 1400, Orlando, FL 32801
Mailing Address
P.o. Box 4920, Orlando, FL 32902-4920
Phone number
(407) 540-2541
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 States and Territories)

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Documents

Latest Form ADV

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

CNL EDUCATIONAL INSTITUTE, LLC

CRD#: 175137Orlando, FL 32801

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