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1121 Warren Avenue, Suite 230, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deaktor Development Inc | Pittsburgh | PA | 10/2017 | 04/2018 |
| Eaton Corporation | Moon | PA | 05/2017 | 08/2017 |
| Pfm Financial Advisors Llc | Harrisburg | PA | 07/2018 | 06/2019 |
| Pfm Asset Management Llc | Harrisburg | PA | 07/2019 | 09/2023 |
| Sap America Inc. | Newtown Square | PA | 05/2016 | 11/2016 |
| University Of Pittsburgh Student Affairs | Pittsburgh | PA | 01/2014 | 12/2017 |
| Pfm Fund Distributors, Inc. | Harrisburg | PA | 07/2019 | 09/2023 |
| Paralel Distributors Llc | Denver | CO | 09/2023 | 03/2025 |
| Paralel Technologies Llc | Denver | CO | 09/2023 | 03/2025 |
| Opus Financial Solutions Llc | Denver | CO | 03/2025 | 08/2026 |
| West Highland Advisors | Denver | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-08 |
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