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Advisor at PARALLEL ADVISORS, LLC
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 | Sep 17, 2021 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| SCHARF INVESTMENTS, LLC | Mixed wealth | Mar 23, 2021 | Nov 13, 2025 | no | LOS GATOS, CA | Previous registration |
| KCM INVESTMENT ADVISORS | Independent wealth | Nov 8, 2017 | Sep 16, 2019 | no | GREENBRAE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHARF INVESTMENTS, LLC | PARALLEL ADVISORS, LLC | Nov 13, 2025 | Sep 17, 2021 | -1,518 | Firm change after gap | RIA to RIA |
| KCM INVESTMENT ADVISORS | SCHARF INVESTMENTS, LLC | Sep 16, 2019 | Mar 23, 2021 | 554 | Firm change after gap | RIA to RIA |