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Heather Leah Katzenstein

Parallel Advisors, LLC

San Francisco, CA

Beverly Hills, CA

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Current Employers
Parallel Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-05
  • CA RA
    APPROVED
    Since 2023-01-05

Branch Locations

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

9201 Wilshire Alvd Suite 205, Beverly Hills, CA 90210 • 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 09/2022 Present
Union Bank Los Angeles CA 12/2015 11/2019
City National Bank Los Angeles CA 12/2017 07/2019
Arden Trust / Kestra Financial Los Angeles CA 08/2019 08/2022
  • 09/2022 → Present
    Parallel Advisors, Llc
    San Francisco, CA
  • 12/2015 → 11/2019
    Union Bank
    Los Angeles, CA
  • 12/2017 → 07/2019
    City National Bank
    Los Angeles, CA
  • 08/2019 → 08/2022
    Arden Trust / Kestra Financial
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-05
S63 Uniform Securities Agent State Law Examination 2009-02-25
  • S65 Uniform Investment Adviser Law Examination
    2023-01-05
  • S63 Uniform Securities Agent State Law Examination
    2009-02-25
Other Names
  • Heather Leah Denstedt
  • Heather Garland
  • Heather Leah Garland

View on SEC IAPD

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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

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

More in San Francisco, CA

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