Kevin E. Parish

KELLEY LANE CAPITAL

Dallas, TX 75206

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CRD#: 7462362

Professional summary

Kevin Earl Parish is a registered financial advisor currently at KELLEY LANE CAPITAL, LLC located in Dallas, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kevin has worked at 1 firm and has passed the Series 65 exam.

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.

I work full-time as a staff attorney for the El Paso Court of Appeals. This job is not investment related. The address is 500 E San Antonio Ave., Room 1203, El Paso, Texas 79901. I perform legal research and otherwise assist the justices in writing opinions on behalf of the court. I began this job on January 11, 2021. I work at this job 40 hours per week. I work at this job for approximately six hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Earl Parish'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

March 31, 2022 - Present

KELLEY LANE CAPITAL, LLC

Office #1: 6060 N. Central Expressway Suite 500, Dallas, TX 75206

RIA

CRD#: 316410

Dallas, TX

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
(3/31/2022)

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 65

Date: 3/3/2022

Uniform Investment Adviser Law Examination

Current Firm

KELLEY LANE CAPITAL, LLC

AKARD STREET CAPITAL | LAW OFFICE OF KEVIN PARISH | KELLEY LANE CAPITAL, LLC | AKARD STREET CAPITAL, LLC

CRD#: 316410 / SEC#:

Texas

Registered Investment Advisory firm - (3/31/2022 Approved)

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Contact information

Main Address

6060 N. Central Expressway Suite 500, Dallas, TX 75206

Mailing Address

Phone number

(214) 432-2115

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 686,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin E. Parish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Earl Parish's CRS (Customer Relationship Summary).

Certified licenses

Experience

KELLEY LANE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2022

Current Firm

KELLEY LANE CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KELLEY LANE CAPITAL, LLC

TRUST BUT VERIFY

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