DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Sharon Karraker Cohen

Parallel Advisors, LLCindependent RIASan Francisco, Ca IA-onlyIAPD 2471072

Feed of 09/14/2026

Also filed as Sharon Elaine Karraker

At current firm

2 y

since Oct 4, 2023

In the industry

32 y

since May 3, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedparalleladvisors.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/sharon-cohen-02459a1areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: paralleladvisors.com/people/sharon-cohenreportedparalleladvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Parallel Advisors, LLC independent RIA current
since Oct 4, 2023 · San Francisco, Ca
Bok Financial Advisors BD affiliated
Dec 10, 2018 to Sep 15, 2023 · Scottsdale, Az
Bok Financial Advisors BD affiliated
Jan 18, 2013 to May 31, 2018 · Scottsdale, Az
Bmo Asset Management Corp. other
Jun 8, 2012 to Sep 26, 2012 · Chicago, Il
M&I Investment Management Corp. former
Feb 16, 2007 to Jun 8, 2012 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Bok Financial Advisors to Parallel Advisors, LLC
left Sep 15, 2023, registered Oct 4, 2023 (19 days) · Affiliated broker-dealer or bank to independent RIA
Bmo Asset Management Corp. to Bok Financial Advisors
left Sep 26, 2012, registered Jan 18, 2013 (114 days) · Other
M&I Investment Management Corp. to Bmo Asset Management Corp.
left Jun 8, 2012, registered Jun 8, 2012 (0 days) · corporate re-registration, not a move

Signals

Sharon Karraker Cohen left Bok Financial Advisors for Parallel Advisors, Llc (registered 2023-10-04)
Sep 15, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address