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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 | Nov 14, 2020 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| SAVANT INVESTMENT GROUP, LLC | Former SEC adviser | Jan 6, 2004 | Nov 30, 2016 | no | SAN FRANCISCO,, CA | Previous registration |
| STARMONT ASSET MANAGEMENT, LLC | Former SEC adviser | Apr 11, 2003 | Oct 30, 2003 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAVANT INVESTMENT GROUP, LLC | PARALLEL ADVISORS, LLC | Nov 30, 2016 | Nov 14, 2020 | 1,445 | Firm change after gap | Other |
| STARMONT ASSET MANAGEMENT, LLC | SAVANT INVESTMENT GROUP, LLC | Oct 30, 2003 | Jan 6, 2004 | 68 | Firm change | Other |