Inactive

Evan C Jones

Parallel Advisors, LLC

San Francisco, CA

Scharf Investments, LLC

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Current Employers

Parallel Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-09-17
TX	RA	APPROVED	2021-09-17

CA RA
APPROVED

Since 2021-09-17
TX RA
APPROVED

Since 2021-09-17

Branch Locations

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

Scharf Investments, Llc

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-08-07

CA RA
APPROVED

Since 2019-08-07

Branch Locations

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032 • 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

Organization	City	State	From	To
Bny Mellon	Menlo Park	CA	01/2016	06/2019
Scharf Investments	Los Gatos	CA	06/2019	09/2021
Parallel Advisors, Llc	San Francisco	CA	09/2021	Present

01/2016 → 06/2019

Bny Mellon

Menlo Park, CA
06/2019 → 09/2021

Scharf Investments

Los Gatos, CA
09/2021 → Present

Parallel Advisors, Llc

San Francisco, CA

Previous Registrations

2014-02-07 → 2015-10-06

Td Ameritrade, Inc.

Campbell, CA
2014-02-07 → 2015-10-06

Td Ameritrade Investment Management, Llc

Campbell, CA
2012-04-09 → 2013-10-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Modesto, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-04-06
S63	Uniform Securities Agent State Law Examination	2008-12-04

S65 Uniform Investment Adviser Law Examination

2012-04-06
S63 Uniform Securities Agent State Law Examination

2008-12-04

Designations

Other Names

Evan C Jones
Evan Carter Jones

View on SEC IAPD

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ZENTARA EXCHANGE LTD

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MARK ALLAN ANDERSON

RALPH MELVILLE DRYBROUGH

PAUL ROBERT TOUCHSTONE

Jacob David Mahoney

ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA

DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC. · San Francisco, CA

1SHARPE CAPITAL LLC · SAN FRANCISCO, CA

RBC SECURITIES, INC · SAN FRANCISCO, CA

STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA

VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA

ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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