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Matthew James Kennedy

Parallel Advisors, LLC

San Francisco, CA

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Current Employers
Parallel Advisors, Llc

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-14
CA RA APPROVED 2014-01-24
  • TX RA
    APPROVED_RES
    Since 2020-11-14
  • CA RA
    APPROVED
    Since 2014-01-24

Branch Locations

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parallel Advisors, Llc San Francisco CA 01/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-10
S63 Uniform Securities Agent State Law Examination 2007-01-20
S66 Uniform Combined State Law Examination 2000-08-14
  • S65 Uniform Investment Adviser Law Examination
    2014-01-10
  • S63 Uniform Securities Agent State Law Examination
    2007-01-20
  • S66 Uniform Combined State Law Examination
    2000-08-14

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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