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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-02 |
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