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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
1655 N Main St Ste 290, Walnut Creek, CA 94595 • United States
150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2019-01-02 |
Branch Locations
10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parallel Advisors, Llc | Walnut Creek | CA | 06/2026 | Present |
| Wfg Investments | Chapel Hill | NC | 10/2014 | 01/2019 |
| Aperion | Walnut Creek | CA | 01/2019 | Present |
Independent Insurance Agent; not investment-related; started 07/2020; zero hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
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