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Seth Adam Scholar

Parallel Advisors, LLC

San Francisco, CA

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Current Employers
Parallel Advisors, Llc

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-13
  • CA RA
    APPROVED
    Since 2024-02-13

Branch Locations

150 Spear Street Suite 1600, San Francisco, CA 94105 • 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
OrganizationCityStateFromTo
Fifth Third Wealth Advisors Llc San Francisco CA 03/2011 11/2022
U.S. Bank Private Wealth Management San Francisco CA 11/2022 11/2023
Parallel Advisors, Llc San Francisco CA 02/2024 Present
Previous Registrations
  • 2022-12-15 → 2023-11-15
    Fifth Third Wealth Advisors Llc
    San Francisco, CA
    Cincinnati, OH
  • 2010-03-01 → 2011-06-09
    Csi Capital Management Inc
  • 2005-10-10 → 2010-04-13
    Tamalpais Wealth Advisors
    San Rafael, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-15
  • S65 Uniform Investment Adviser Law Examination
    2022-12-15

View on SEC IAPD

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DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
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RBC SECURITIES, INC · SAN FRANCISCO, CA
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