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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
3300 Olympus Blvd Suite 125, Coppell, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parallel Advisors, Llc | Dallas | TX | 10/2022 | Present |
| Fidelity Investments | Westlake | TX | 05/2020 | 10/2022 |
| Ward's Berry Farm | Sharon | MA | 09/2019 | 03/2020 |
| Roche Brothers | Qunicy | MA | 10/2016 | 05/2018 |
| State Street Corporation | Quincy | MA | 07/2018 | 08/2019 |
| Walpole Recreation Department | Walpole | MA | 06/2013 | 08/2018 |
| The University Of Massachusetts | Boston | MA | 09/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
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