Thomas Allan Parker
Investment adviser representative at Pendulum Wealth Partners
15 yearsExperience
1 stateRegistered in
$282.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Pendulum Wealth PartnersMay 2025 to now
- Ejmk Ventures LLC d/b/a Pendulum Wealth PartnersMay 2025 to now
- Fates, Bodily, and Parker PllcSep 2020 to now
- Ameriprise Financial Services, LLCAug 2023 to May 2025
- Cambridge Investment Research Advisors, Inc.Jan 2020 to Aug 2023
- Cambridge Investment Research, Inc.Jan 2020 to Aug 2023
- Mcbeath, Fates, and Ivers PcApr 2019 to Aug 2023
- R2 Fiscal Solutions LLCJan 2015 to Apr 2019
- Cetera Investment Advisers, LLCFeb 2014 to Jan 2020
- Cetera Financial Specialists LLCNov 2013 to Jan 2020
- Rozovics Group PcJan 2011 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pendulum Wealth Partners
Legal name: Ejmk Ventures LLC
$282.8MAssets managed
274Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6239027
- Firm CRD
- 335762