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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
11555 Heron Bay Boulevard Suite 200, Coral Springs, FL 33076 • United States
150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Financial Holdings Company | Coral Springs | FL | 09/2017 | Present |
| First Allied Securities | San Diego | CA | 11/2012 | 09/2019 |
| Fiduciary Planning, Llc | Coral Springs | FL | 09/2019 | 12/2021 |
| Sorrento Pacific | San Diego | CA | 10/2019 | 10/2023 |
| Parallel Advisors, Llc | Coral Springs | FL | 07/2026 | Present |
1) The House United; investment-related; Parkland, FL; Investment Company; Manager; started 11/2022; approximately 2 hours per month, zero hours during securities trading hours; set strategy. 2) Independent Insurance Agent; not investment-related; started 04/1996; approximately 2 hours per month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-11 |
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