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Joshua Holt Hall

Parallel Advisors, LLC

Houston, TX

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
TX RA APPROVED 2025-06-28
  • TX RA
    APPROVED
    Since 2025-06-28

Branch Locations

3040 Post Oaks Blvd Fl 18 Suite #1800-160, Houston, TX 77056 • United States

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
Wells Fargo Advisors Houston TX 02/2016 11/2018
Sentinel Trust Company Houston TX 11/2018 02/2020
Clarus Wealth Group Houston TX 07/2020 03/2025
Parallel Advisors, Llc Houston TX 06/2025 Present
Unemployed Houston TX 02/2020 07/2020
  • 02/2016 → 11/2018
    Wells Fargo Advisors
    Houston, TX
  • 11/2018 → 02/2020
    Sentinel Trust Company
    Houston, TX
  • 07/2020 → 03/2025
    Clarus Wealth Group
    Houston, TX
  • 06/2025 → Present
    Parallel Advisors, Llc
    Houston, TX
  • 02/2020 → 07/2020
    Unemployed
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-03
S63 Uniform Securities Agent State Law Examination 2015-05-27
  • S66 Uniform Combined State Law Examination
    2017-04-03
  • S63 Uniform Securities Agent State Law Examination
    2015-05-27
Designations
Other Names
  • Joshua Holt Hall
  • Joshua Hall

View on SEC IAPD

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