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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-19 |
| OK | RA | APPROVED | 2025-03-17 |
| TX | RA | APPROVED | 2023-07-21 |
Branch Locations
150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parallel Advisors, Llc | Dallas | TX | 03/2021 | Present |
| Univeristy Of Oklahoma | Norman | OK | 08/2015 | 05/2018 |
| Deloitte Consulting | Dallas | TX | 09/2018 | 03/2021 |
| Unemployed | Oklahoma City | OK | 05/2018 | 09/2018 |
| Richardson Communications And Consulting | Mckinney | TX | 07/2016 | 09/2016 |
| Friends Of Multisport | Oklahoma City | OK | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-21 |
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