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BP

Brendan Parks

EDGELINE CAPITAL.
Los Angeles, CA 90049
Some features on this profile are disabled
CRD#: 8031172
BP

Professional summary

Brendan Parks is a registered financial professional currently at EDGELINE CAPITAL, LLC. located in Los Angeles, California.

Brendan is registered as a RR (Registered Representative) and started their career in finance in 2025. Brendan has worked at 1 firm and has passed the Series 63, Series 22TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brendan Parks'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

February 27, 2025 - Present

EDGELINE CAPITAL, LLC.

Office #1: 11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
BD
CRD#: 152774
Los Angeles, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(3/11/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/11/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 2/27/2025
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/14/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EC
EDGELINE CAPITAL, LLC.
EDGELINE CAPITAL, LLC.

CRD#: 152774 / SEC#: , 8-68475

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
Mailing Address
11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
Phone number
(310) 442-0595
Established
Delaware since 08/26/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EDGELINE CAPITAL PARTNERS, LLCOWNER
EPSTEIN, DAN JAYMANAGING DIRECTOR2625166
FISHER, DAMON SCOTTPRESIDENT/MANAGING MEMBER1948121
UCCIFERRI, LOUIECCO/FINOP1156956

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

EDGELINE CAPITAL, LLC.

CRD#: 152774Los Angeles, CA 90049

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