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RIA / WealthAdvisorCertified Financial Planner17 years in industry

AARON HEDRICK PARRISH

Advisor at LEVEL WEALTH MANAGEMENT LLC

GREENSBORO, NC

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Search this name across graphsid dfx:ria:d9555d54-c321-2a5c-48fb-7df4c38d7a36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2009 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: LEVEL 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: Jun 11, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 11, 2009
First registration: Jun 18, 2009
Dual registered: no
Other names: AARON HEDRICK PARRISH|AARON PARRISH
IAPD individual key: 5602021

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
LEVEL WEALTH MANAGEMENT LLC	Independent wealth	Apr 1, 2019	n/a	yes	GREENSBORO, NC	Current employment
TRIAD FINANCIAL ADVISORS, INC.	Former SEC adviser	Aug 7, 2012	Mar 5, 2019	no	GREENSBORO, NC	Previous registration
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Jul 11, 2011	Aug 7, 2012	no	WILMINGTON, DE	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 18, 2009	Jan 29, 2010	no	CHARLOTTE, NC\|RALEIGH, 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
TRIAD FINANCIAL ADVISORS, INC.	LEVEL WEALTH MANAGEMENT LLC	Mar 5, 2019	Apr 1, 2019	27	Firm change	RIA to RIA
REALTA INVESTMENT ADVISORS, INC	TRIAD FINANCIAL ADVISORS, INC.	Aug 7, 2012	Aug 7, 2012	0	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	REALTA INVESTMENT ADVISORS, INC	Jan 29, 2010	Jul 11, 2011	528	Firm change after gap	Other

Relationships

Registered with (4)

→ LEVEL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 1, 2019 to presentfactForm ADV
→ TRIAD FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Aug 7, 2012 to Mar 5, 2019factForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Jul 11, 2011 to Aug 7, 2012factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 18, 2009 to Jan 29, 2010factForm ADV

Dated events

No dated event names this entity yet.