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TP

Tavis G. Parkerson

OAK HARVEST INVESTMENT SERVICES
Houston, TX 77024
Some features on this profile are disabled
CRD#: 7366185
TP

Professional summary

Tavis Gannon Parkerson JR, who also goes by Tavis Gannon Parkerson, is a registered financial advisor currently at OAK HARVEST INVESTMENT SERVICES located in Houston, Texas.

Tavis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tavis has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tavis Gannon Parkerson

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) - RIA

Click below to view Tavis Gannon Parkerson 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

September 26, 2023 - Present

OAK HARVEST INVESTMENT SERVICES

Office #1: 920 Memorial City Way Suite 150, Houston, TX 77024
RIA
CRD#: 173293
Houston, TX
Past

January 18, 2023 - August 14, 2023

NEWEDGE ADVISORS

RIA
CRD#: 171351
Katy, TX
Past

January 18, 2023 - August 14, 2023

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
KATY, TX
Past

July 13, 2022 - January 17, 2023

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
HOUSTON, TX

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".
OH
OAK HARVEST INVESTMENT SERVICES
OAK HARVEST FINANCIAL GROUP | OAK HARVEST INVESTMENT SERVICES, LLC | OAK HARVEST INVESTMENT SERVICES

CRD#: 173293 / SEC#: 801-116667

RIA
Registered Investment Advisory firm - (5/22/2019 Approved)
Texas
Registered Investment Advisory firm - (6/3/2019 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Texas
(9/26/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/16/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/27/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/12/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/1/2021
Securities Industry Essentials Examination

Current Firm

OH
OAK HARVEST INVESTMENT SERVICES
OAK HARVEST FINANCIAL GROUP | OAK HARVEST INVESTMENT SERVICES, LLC | OAK HARVEST INVESTMENT SERVICES

CRD#: 173293 / SEC#: 801-116667

RIA
Registered Investment Advisory firm - (5/22/2019 Approved)
Texas
Registered Investment Advisory firm - (6/3/2019 Terminated)
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Contact information

Main Address
920 Memorial City Way Suite 150, Houston, TX 77024
Mailing Address
Phone number
(281) 822-1350
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (28 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - OAK HARVEST INVESTMENT SERVICES (8/8/2025)

Regulatory assets under management

Total Number of Accounts2,633
AUM (Assets Under Management)$ 940,834,408

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

OAK HARVEST INVESTMENT SERVICES

CRD#: 173293Houston, TX 77024

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