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Kameron Thomas Smith

Parallel Advisors, LLC

San Francisco, CA

Dayton, OH

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Current Employers
Parallel Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-27
  • OH RA
    APPROVED
    Since 2024-02-27

Branch Locations

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

10050 Innovation Drive Suite 350, Dayton, OH 45342 • 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
Lifeplan Financial Group, Inc. Dayton OH 01/2013 09/2020
Mckinley Carter Wealth Services Dayton OH 09/2020 02/2024
Parallel Advisors, Llc Dayton OH 02/2024 Present
  • 01/2013 → 09/2020
    Lifeplan Financial Group, Inc.
    Dayton, OH
  • 09/2020 → 02/2024
    Mckinley Carter Wealth Services
    Dayton, OH
  • 02/2024 → Present
    Parallel Advisors, Llc
    Dayton, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-31
  • S65 Uniform Investment Adviser Law Examination
    2014-08-31
Designations
Other Names
  • Kameron T Smith

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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