Inactive

Nicholas Winstead

Changing Parameters, LLC

CRD 7353567

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Employer firm

Changing Parameters, LLC CRD 132551

$105M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Selection of other advisers
TACTICAL ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Changing Parameters, Llc

201 Main Street Suite 150, Los Altos, CA 94022 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-09-23

CA RA
APPROVED

Since 2022-09-23

Branch Locations

201 Main Street Suite 150, Los Altos, CA 94022 • 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

Organization	City	State	From	To
Changing Parameters, Llc	Los Altos	CA	03/2021	Present
Edelman	San Francisco	CA	08/2018	03/2021
Self-Employed	San Francisco Bay Area	CA	07/2017	08/2018
Klamath Falls Gems	Klamath Falls	OR	06/2016	07/2017

03/2021 → Present

Changing Parameters, Llc

Los Altos, CA
08/2018 → 03/2021

Edelman

San Francisco, CA
07/2017 → 08/2018

Self-Employed

San Francisco Bay Area, CA
06/2016 → 07/2017

Klamath Falls Gems

Klamath Falls, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-23

S65 Uniform Investment Adviser Law Examination

2022-09-23

View on SEC IAPD

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Nearby Investors

Cynthia Ann Wemyss

Keith Michael McGinnis

ERIK ALLEN SCHEI

Nearby Offices

EDWARD JONES · LOS ALTOS, CA

GATES PASS ADVISORS, LLC · LOS ALTOS, CA

TSINGYUAN VENTURES LLC · LOS ALTOS, CA

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