This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PARSONEX ADVISORY SERVICES, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Aug 8, 2019

First registration

Aug 4, 2020

Dual registered

yes, broker-dealer

Other names

ZACHARY STEWART|Zachary Daniel Stewart

IAPD individual key

6809213

• Occurred

  Jul 20, 2022
  Advisor changed firm

  Zachary Daniel Stewart left Modern Capital Advisors, Llc for Parsonex Advisory Services, Inc. (registered 2026-03-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2a51a123-97cc-79ab-e7e9-7ede98111808

First observed

Aug 4, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.