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Advisor at PARALLEL ADVISORS, LLC
SOLVANG, CA | SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PARALLEL ADVISORS, LLC | Independent wealth | Jun 10, 2019 | n/a | yes | SOLVANG, CA|SAN FRANCISCO, CA | Current employment |
| VR ADVISORS, LLC | Former SEC adviser | Oct 6, 2017 | Dec 11, 2019 | no | LAFAYETTE, CA | Previous registration |
| CREEKSIDE PARTNERS | Independent wealth | Mar 14, 2003 | Nov 9, 2017 | no | LA JOLLA, CA|LAFAYETTE, CA | Previous registration |
| HOYLECOHEN,INC. | n/a | Dec 9, 2002 | Apr 25, 2006 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VR ADVISORS, LLC | PARALLEL ADVISORS, LLC | Dec 11, 2019 | Jun 10, 2019 | -184 | Firm change after gap | RIA to RIA |
| CREEKSIDE PARTNERS | VR ADVISORS, LLC | Nov 9, 2017 | Oct 6, 2017 | -34 | Firm change after gap | Other |
| HOYLECOHEN,INC. | CREEKSIDE PARTNERS | Apr 25, 2006 | Mar 14, 2003 | -1,138 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125401:288803:CA:2017-11-09 | Nov 9, 2017 | Oct 6, 2017 | LAFAYETTE, CA | Firm change after gap |