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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-22 |
| TX | RA | APPROVED | 2025-07-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Bellevue | WA | 06/2016 | 08/2018 |
| Charles Schwab & Co., Inc | Indianapolis | IN | 01/2019 | 07/2023 |
| Valeo Financial Advisors | Indianapolis | IN | 06/2018 | 01/2019 |
| Beaumont Financial Partners | Indianapolis | IN | 08/2023 | 11/2024 |
| Parallel Advisors, Llc | Fishers | IN | 07/2025 | Present |
| Unemployed | Fishers | IN | 12/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-10 |
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