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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Parker Mayo

Advisor at NOVARE CAPITAL MANAGEMENT

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:462347d4-7264-06cf-1f20-2a3214e1dc41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 2, 2021 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NOVARE CAPITAL MANAGEMENT
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: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 20, 2021
First registration: Sep 2, 2021
Dual registered: no
Other names: PARKER STEVEN MAYO|PARKER MAYO
IAPD individual key: 7259603

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NOVARE CAPITAL MANAGEMENT	Independent wealth	Aug 24, 2026	n/a	yes	CHARLOTTE, NC	Current employment
QUANTITATIVE FINANCIAL STRATEGIES	Independent wealth	Apr 17, 2026	May 15, 2026	no	Charlotte, NC\|DENVER, CO	Previous registration
VERUM PARTNERS LLC	Independent wealth	Mar 12, 2025	Mar 5, 2026	no	CHARLOTTE, NC	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 2, 2021	Mar 31, 2025	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
QUANTITATIVE FINANCIAL STRATEGIES	NOVARE CAPITAL MANAGEMENT	May 15, 2026	Aug 24, 2026	101	Firm change	RIA to RIA
VERUM PARTNERS LLC	QUANTITATIVE FINANCIAL STRATEGIES	Mar 5, 2026	Apr 17, 2026	43	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	VERUM PARTNERS LLC	Mar 31, 2025	Mar 12, 2025	-19	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ NOVARE CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Aug 24, 2026 to presentfactForm ADV
→ QUANTITATIVE FINANCIAL STRATEGIESRegistered adviserregistration: previous registration
Apr 17, 2026 to May 15, 2026factForm ADV
→ VERUM PARTNERS LLCRegistered adviserregistration: previous registration
Mar 12, 2025 to Mar 5, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 2, 2021 to Mar 31, 2025factForm ADV

Dated events

Occurred
May 15, 2026
Advisor changed firm
Parker Mayo left Quantitative Financial Strategies for Novare Capital Management (registered 2026-08-24)
Form ADVobserved 6 days ago
Occurred
Mar 5, 2026
Advisor changed firm
Parker Mayo left Verum Partners Llc for Quantitative Financial Strategies (registered 2026-04-17)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2025
Advisor changed firm
Parker Mayo left Fidelity Personal And Workplace Advisors for Verum Partners Llc (registered 2025-03-12)
Form ADVobserved 6 days ago