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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-15 |
Branch Locations
525 Market Street, San Francisco, CA 94105 • United States
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parallel Advisors, Llc | San Francisco | CA | 06/2021 | 07/2024 |
| Franklin Templeton Investments | San Mateo | CA | 06/2018 | 09/2019 |
| Unemployed | La Honda | CA | 09/2019 | 06/2021 |
| Crow Canyon Country Club | Danville | CA | 01/2018 | 04/2019 |
| Unemployment | La Honda | CA | 07/2016 | 01/2018 |
| Parallel Advisors, Llc | San Francisco | CA | 07/2024 | 06/2026 |
| Ieq Capital. Llc | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
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