Zane Parrott has been an investment adviser representative at Investment Partners since February 2026, and is not listed among the firm’s executive officers or direct owners.
Investment Partners LTD is a New Philadelphia, OH firm with $892M under management, 938 clients and 11 advisers across 8 offices, as of its May 2026 filing.
Zane Parrott’s longest registration was 1 year at Mwa Financial Services, Inc. (2024–2025). Before joining Investment Partners in 2026, Zane Parrott was registered through Mwa Financial Services, Inc.
- Rea Wealth ManagementCurrent– present · under a yearMentor, OH · Adviser representative · Firm CRD 108913
- Commonwealth Financial NetworkAlso current– present · under a yearAdviser representative and broker · Firm CRD 8032
- Mwa Financial Services, Inc.– · 1 yearMansfield, OH · Adviser representative · Firm CRD 112630
Investment adviser representative registrations
Zane Parrott is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2025; the most recent is Texas, in October 2026.
- OhioSince 12 November 2025
- TexasResidentSince 19 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 March 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 December 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 13 October 2023 |
| SIE | Securities Industry Essentials Examination | 1 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zane Edwin Parrott
- CRD
- 7802518
- Firm
- Investment Partners · CRD 108913
- Office
- 7201 Center Street, Mentor, OH 44060
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zane Parrott work?
Zane Parrott is an investment adviser representative registered through Investment Partners LTD since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zane Parrott a financial advisor?
Yes. Zane Parrott has a current investment-adviser registration in Ohio and Texas, through Investment Partners since February 2026.
How many years of experience does Zane Parrott have?
Zane Parrott has 3 years in the financial industry, since October 2023, across 3 adviser firms.
What exams has Zane Parrott passed?
Zane Parrott has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2023.
Where did Zane Parrott work before Investment Partners?
Before Investment Partners, Zane Parrott was registered through Mwa Financial Services, Inc., March 2024 to November 2025.
Where is Zane Parrott based?
Zane Parrott’s registered office is in Mentor, OH.
Is Zane Parrott registered with FINRA?
Yes. Zane Parrott has a current broker registration, under CRD 7802518.
Source: FINRA BrokerCheck
How can I verify Zane Parrott’s record?
Search CRD 7802518 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zane Parrott’s full registration record.
