DFX Intelligence

Data Factory

RIA / WealthAdvisor15 years in industry

WILLIAM NATHAN PARKEY

Advisor at ADVOCACY WEALTH MANAGEMENT, LLC

Somerset, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4115d40-258d-e5d9-705d-e54d4869d25b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 20, 2011 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: ADVOCACY WEALTH MANAGEMENT, LLC
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: Jan 20, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 20, 2011
First registration: May 20, 2011
Dual registered: no
Other names: WILLIAM N PARKEY
IAPD individual key: 5724531

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
ADVOCACY WEALTH MANAGEMENT, LLC	Independent wealth	Mar 25, 2025	n/a	yes	Somerset, KY	Current employment
ADVOCACY WEALTH MANAGEMENT, LLC	Independent wealth	Sep 16, 2024	Dec 31, 2024	no	Somerset, KY	Previous registration
MERIDIAN WEALTH MANAGEMENT, LLC	Independent wealth	Feb 25, 2020	Jan 31, 2023	no	LEXINGTON, KY	Previous registration
PANOPTIC FINANCIAL GROUP, LLC	n/a	Sep 17, 2014	Feb 20, 2020	no	SOMERSET, KY	Previous registration
COUNCIL SETTLEMENT GROUP	n/a	Sep 12, 2013	Aug 27, 2014	no	HOUSTON, TX	Previous registration
MERIDIAN WEALTH MANAGEMENT, LLC	Independent wealth	May 20, 2011	Dec 1, 2011	no	LEXINGTON, KY	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
MERIDIAN WEALTH MANAGEMENT, LLC	ADVOCACY WEALTH MANAGEMENT, LLC	Jan 31, 2023	Sep 16, 2024	594	Firm change after gap	RIA to RIA
PANOPTIC FINANCIAL GROUP, LLC	MERIDIAN WEALTH MANAGEMENT, LLC	Feb 20, 2020	Feb 25, 2020	5	Firm change	Other
COUNCIL SETTLEMENT GROUP	PANOPTIC FINANCIAL GROUP, LLC	Aug 27, 2014	Sep 17, 2014	21	Firm change	Other
MERIDIAN WEALTH MANAGEMENT, LLC	COUNCIL SETTLEMENT GROUP	Dec 1, 2011	Sep 12, 2013	651	Firm change after gap	Other

Relationships

Registered with (4)

→ ADVOCACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 16, 2024 to Dec 31, 2024factForm ADV
→ MERIDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 25, 2020 to Jan 31, 2023factForm ADV
→ PANOPTIC FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 17, 2014 to Feb 20, 2020factForm ADV
→ COUNCIL SETTLEMENT GROUPRegistered adviserregistration: previous registration
Sep 12, 2013 to Aug 27, 2014factForm ADV

Dated events

Occurred
Jan 31, 2023
Advisor changed firm
William Nathan Parkey left Meridian Wealth Management, Llc for Advocacy Wealth Management, Llc (registered 2024-09-16)
Form ADVobserved 5 days ago