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Gray Scudder Jaggers

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 2025-12-22
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2025-12-22
  • CA RA
    APPROVED
    Since 2025-01-01

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
Fidelity Investments Merrimack NH 10/2013 01/2019
Parallel Advisors, Llc San Francisco CA 01/2019 Present
  • 10/2013 → 01/2019
    Fidelity Investments
    Merrimack, NH
  • 01/2019 → Present
    Parallel Advisors, Llc
    San Francisco, CA
Previous Registrations
  • 2018-07-13 → 2019-01-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-10-13 → 2018-07-13
    Strategic Advisers Llc
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-08
S63 Uniform Securities Agent State Law Examination 2013-12-30
  • S66 Uniform Combined State Law Examination
    2016-10-08
  • S63 Uniform Securities Agent State Law Examination
    2013-12-30
Other Names
  • Gray Jaggers

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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