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Parallel Advisors, LLC CRD 140800
$10.3B regulatory AUM 23 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-10-25 |
| CA | RA | APPROVED | 2006-08-04 |
Branch Locations
150 Spear Street Suite 1600, San Francisco, CA 94105 • 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 | San Francisco | CA | 05/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-03 |
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