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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-15 |
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 | 2025-10-30 |
Branch Locations
10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
1655 N Main St., Suite 230, Walnut Creek, CA 94596 • 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 |
| Aperion Dba Three Oaks | Walnut Creek | CA | 12/2021 | Present |
| Cetera Advisors Llc | Danville | CA | 02/2012 | 12/2021 |
Independent Insurance Agent; not investment-related; started 04/2009; zero hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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