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15431 Fitzhugh Rd Suite 203, Dripping Springs, TX 78620 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-02 |
| CA | RA | APPROVED | 2019-05-07 |
Branch Locations
15431 Fitzhugh Rd Suite 203, Dripping Springs, TX 78620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 05/2019 |
| Optas, Llc | San Francisco | CA | 05/2019 | Present |
Parhelion, LLC, Parhelion - I, LLC, Parhelion - II, LLC; not investment-related; Manager; June 2019; 2hrs/ month; 2 hrs/month; Manage bill pay operations for real estate holdings Pilot; not investment-related; Austin, TX; pilot; 10/2021; 8 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-01 |
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