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Parallel Advisors
SAN FRANCISCO, CA
CRD: 140800
In network coverage since August 14, 2026 · 5 stories
$10.3BRegulatory AUMSEC Form ADV · Oct 24
137EmployeesForm ADV
-2Talent net · 12 months0 in · 2 out
Regulatory AUM · Aug 16 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Arrivals
None tracked.
Departures
Kyle Caouette
Aug 15 · to Integrated Partners
John de Carvalho
Aug 15 · to Integrated Partners
Network coverage
Features
Independents are now raiding each other
A single day of Commonwealth defections shows liftouts have moved from wirehouse exits to rival independent platforms.