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Current Employers
Parallel Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-10
  • MI RA
    APPROVED
    Since 2025-12-10

Branch Locations

213 W Liberty St Ste 110, Ann Arbor, MI 48104 • United States

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
Capstone Tax & Financial, Inc. Saline MI 08/2016 02/2021
Wolverine Tax And Financial Llc Ann Arbor MI 02/2021 12/2025
Parallel Advisors, Llc Ann Arbor MI 12/2025 Present
  • 08/2016 → 02/2021
    Capstone Tax & Financial, Inc.
    Saline, MI
  • 02/2021 → 12/2025
    Wolverine Tax And Financial Llc
    Ann Arbor, MI
  • 12/2025 → Present
    Ann Arbor, MI
Previous Registrations
  • 2023-10-26 → 2025-12-05
    Ann Arbor, MI
    Waltham, MA
  • 2016-09-01 → 2023-11-03
    Avantax Advisory Services
    Saline, MI
    Ann Arbor, MI
    Livonia, MI
  • 2014-07-24 → 2014-12-01
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-02
  • S66 Uniform Combined State Law Examination
    2014-07-02
Other Names
  • Gabe Sandler

View on SEC IAPD

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