Parker Duda has been an investment adviser representative at Carlson & Company Financial Services since September 2026, and is not listed among the firm’s executive officers or direct owners.
Carlson & Company Financial Services, LLC is a Topeka, KS firm with $632M under management, 1,097 clients and 10 advisers across 5 offices, as of its March 2026 filing.
- Carlson FinancialCurrent– present · under a yearGlen Allen, VA · Adviser representative · Firm CRD 295907
Investment adviser representative registrations
Parker Duda is registered as an investment adviser representative in 3 states. Each was approved in September 2026.
- ColoradoSince 3 September 2026
- KansasSince 3 September 2026
- VirginiaSince 3 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Parker Tate Duda
- CRD
- 8334909
- Firm
- Carlson & Company Financial Services · CRD 295907
- Office
- 5207 HICKORY PARK DRIVE, SUITE E, Glen Allen, VA 23059
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Parker Duda work?
Parker Duda is an investment adviser representative registered through Carlson & Company Financial Services, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Parker Duda a financial advisor?
Yes. Parker Duda has a current investment-adviser registration in Colorado, Kansas and Virginia, through Carlson & Company Financial Services since September 2026.
How many years of experience does Parker Duda have?
Parker Duda has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Parker Duda passed?
Parker Duda passed the Series 65 in September 2026.
Where is Parker Duda based?
Parker Duda’s registered office is in Glen Allen, VA.
Is Parker Duda registered with FINRA?
No. Parker Duda has no current broker registration.
How can I verify Parker Duda’s record?
Search CRD 8334909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Parker Duda’s full registration record.