Robert Parkinson has been Owner of Sand Creek Capital since February 2023, is a control person of the firm and directly owns between 25% and 50% of it. Robert Parkinson holds a Master of Taxation from Georgia State University. Robert Parkinson studied Marriott School of Management at Brigham Young University.
Sand Creek Capital, LLC is a Rexburg, ID firm with $471M under management, 988 clients and 10 advisers across 7 offices, as of its July 2026 filing.
Robert G. Parkinson is Wealth Management Advisor of Cordingley & Parkinson Wealth Management. Before founding the firm, he was Vice President of Finance and Investments at a regional bank, where he managed the bank's investment portfolio and worked in the trust department, specializing in estate planning and qualified retirement plans. He began his career in Atlanta, Georgia, at a wealth management company serving a national clientele.
Robert Parkinson’s longest registration is the current one, 34 years at LPL Financial LLC since 1992.
- Sand Creek Capital, LLCCurrent– present · 3 yearsRexburg, ID · Adviser representative · Firm CRD 326719
- LPL Financial LLCAlso current– present · 34 yearsFort Mill, SC · Adviser representative and broker · Firm CRD 6413
Professional designations
Listed by Sand Creek Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Parkinson is registered as an investment adviser representative in 3 states. The first approvals date from September 2023; the most recent is Utah, in December 2023.
- IdahoSince 28 September 2023
- TexasSince 8 December 2023
- UtahSince 11 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 1992 |
| Series 24 | General Securities Principal Examination | 8 May 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 July 1986 |
| Series 7 | General Securities Representative Examination | 21 June 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Garry Parkinson
- CRD
- 1504112
- Firm
- Sand Creek Capital · CRD 326719
- Role
- Owner
- Office
- 234 E 1ST N, Rexburg, ID 83440
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1987
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sandcreekcap.com
Where does Robert Parkinson work?
Robert Parkinson has been Owner of Sand Creek Capital, LLC since February 2023, and is a control person of the firm.
Is Robert Parkinson a financial advisor?
Yes. Robert Parkinson has a current investment-adviser registration in Idaho, Texas and Utah, through Sand Creek Capital since September 2023.
How many years of experience does Robert Parkinson have?
Robert Parkinson has 39 years in the financial industry, since August 1987, across 2 adviser firms.
What exams has Robert Parkinson passed?
Robert Parkinson has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in June 1986. FINRA credited Robert Parkinson with the SIE, which began in October 2018.
Where is Robert Parkinson based?
Robert Parkinson’s registered office is in Rexburg, ID.
Is Robert Parkinson registered with FINRA?
Yes. Robert Parkinson has a current broker registration, under CRD 1504112.
Source: FINRA BrokerCheck
Is Robert Parkinson a CFP?
Sand Creek Capital lists Robert Parkinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Parkinson’s record?
Search CRD 1504112 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Parkinson’s full registration record.
