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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2009 | 03/2017 |
| Osborne Partners Capital Management, Llc | San Francisco | CA | 03/2017 | 11/2025 |
| Parallel Advisors, Llc | San Francisco | CA | 11/2025 | Present |
INSTITUTO ITALIANO SCUOLA; NOT INVESTMENT-RELATED; 725 GREENWICH ST, SUITE 94133, SAN FRANCISCO CA 94133; LANGUAGE SCHOOL; TREASURER; STARTED 2019; APPROXIMATELY 2 HOURS PER MONTH, ZERO HOURS DURING SECURITIES TRADING HOURES; REVIEW BUDGET.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
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