PARKER CARLSON & JOHNSON
CRD #105815 SEC #801-17956 DAYTON, OH 937-223-0600
SEC Registered
Total AUM
$288M
Discretionary
$247M
Employees
8
Clients
51
Accounts
333
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARKER, AMY, ELIZABETH | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | D | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| CARLSON, KATHLEEN, ANN | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, DIRECTOR | C | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | C | Control |
| JOHNSON, JAMES, MELVIN | I | SECRETARY, CHIEF INVESTMENT OFFICER, DIRECTOR | C | Control |
| PARKER, LESLIE, O | I | CHAIRMAN, DIRECTOR | B | Control |
| PARKER, LESLIE, O | I | CHAIRMAN, DIRECTOR | B | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE-PRESIDENT WEALTH MANAGEMENT | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE-PRESIDENT WEALTH MANAGEMENT | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
| PIERCE, SANDRA, KAY | I | VICE PRESIDENT, DIRECTOR | A | Control |
Registrations
Federal
IA
Nov 20, 2015 REGISTERED
Notice Filings (7)
FL KY LA MI NC OH TX
Address
7812 MCEWEN ROADSUITE 400
DAYTON, OH 45459
United States
Phone: 937-223-0600