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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-11 |
| HI | RA | APPROVED | 2023-07-28 |
Branch Locations
150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
1440 Kapiolani Blvd Suite 970, Honolulu, HI 96814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2012 | 12/2022 |
| Parallel Advisors, Llc | Honolulu | HI | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-14 |
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