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Kevin Williamson

Investment adviser representative at Parallel Advisors

Investment adviser representativeScottsdale, AZSEC record checked 14 October 2026

30
Years in the industry
3
Years at the firm
9
Adviser firms
2
State registrations

IAPD record retrieved 14 October 2026SEC record

Kevin Williamson is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. Kevin Williamson has been registered through Parallel Advisors since 7 July 2023, has 30 years in the industry across 9 firms and has passed 5 licensing exams.

Role at Parallel Advisors

Registration
Investment adviser representative, through Parallel Advisors, LLC since 7 July 2023
Officer or owner
Kevin Williamson is not listed among Parallel Advisors’ executive officers or direct owners.

The firm

Parallel Advisors, LLC
San Francisco, CA

Form ADV filed 29 June 2026

$10.31B AUM4,240 clients61 advisers38 offices

Career on record

Kevin Williamson has been registered through Parallel Advisors since July 2023, and before that through Charles Schwab & Co., Nollenberger Capital Partners, Wells Fargo Investments, Wells Fargo Investments, J.p. Morgan Securities, Hambrecht & Quist, Painewebber Incorporated and Kidder, Peabody & CO. Incorporated.

Firms and exams, newest first
  1. Parallel Advisors, LLCCurrent
    – present · 3 years
    Scottsdale, AZ · Adviser representative · Firm CRD 140800
  2. Passed Series 65 · 2023
  3. Passed Series 57TO · 2019
  4. Passed SIE · 2018
  5. Charles Schwab & Co., Inc.
    – · 16 years
    Phoenix, AZ · Adviser representative and broker · Firm CRD 5393
  6. Nollenberger Capital Partners Inc.
    – · 3 years
    San Francisco, CA · Adviser representative and broker · Firm CRD 119248
  7. Wells Fargo Investments, LLC
    – · 1 year
    San Francisco, CA · Adviser representative · Firm CRD 10582
  8. Wells Fargo Investments, LLC
    – · 1 year
    San Francisco, CA · Adviser representative and broker · Firm CRD 10582
  9. J.p. Morgan Securities Inc.
    – · 2 years
    New York, NY · Adviser representative and broker · Firm CRD 18718
  10. Hambrecht & Quist LLC
    – · 3 years
    San Francisco, CA · Adviser representative and broker · Firm CRD 940
  11. Passed Series 63 · 1995
  12. Painewebber Incorporated
    – · 2 years
    Weehawken, NJ · Adviser representative and broker · Firm CRD 8174
  13. Kidder, Peabody & CO. Incorporated
    – · 1 year
    New York, NY · Adviser representative and broker · Firm CRD 7613
  14. Passed Series 7 · 1994

Registrations and exams

Kevin Williamson is registered as an investment adviser representative in Arizona and Texas and has passed 5 qualifying exams.

Arizona25 July 2023
Scope
Investment adviser representative
Status
Approved
Texas7 July 2023
Scope
Investment adviser representative
Status
Approved

Examinations

Series 657 July 2023
Name
Uniform Investment Adviser Law Examination
Series 637 February 1995
Name
Uniform Securities Agent State Law Examination
Series 57TO4 February 2019
Name
Securities Trader Exam
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 715 February 1994
Name
General Securities Representative Examination

Adviser record

Full name
Kevin Michael Williamson
CRD
2450728
Firm
Parallel Advisors, LLC
Registered in
Arizona, Texas
Office
16427 North Scottsdale Rd, Suite 155, Scottsdale, AZ 85254

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Kevin Williamson work?

Kevin Williamson is an investment adviser representative registered through Parallel Advisors, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is Kevin Williamson a financial advisor?

Yes. Kevin Williamson is registered as an investment adviser representative in Arizona and Texas, through Parallel Advisors since July 2023, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does Kevin Williamson have?

Kevin Williamson has worked in the financial industry for 30 years as of 14 October 2026, counted from 28 October 1995, across 9 adviser firms.

Source: IAPD individual record, checked 14 October 2026

What exams has Kevin Williamson passed?

Kevin Williamson has passed 5 licensing exams: the Series 7, Series 63, SIE, Series 57TO and Series 65. The earliest, the Series 7, was passed in February 1994.

Source: IAPD individual record, checked 14 October 2026

Where did Kevin Williamson work before Parallel Advisors?

Before Parallel Advisors, Kevin Williamson was registered through Charles Schwab & Co., Inc., August 2007 to March 2023; Nollenberger Capital Partners Inc., December 2002 to March 2006; Wells Fargo Investments, LLC, February 2002 to December 2002; Wells Fargo Investments, LLC, October 2001 to December 2002; J.p. Morgan Securities Inc., February 2000 to October 2001; Hambrecht & Quist LLC, September 1996 to February 2000; Painewebber Incorporated, January 1995 to October 1996; Kidder, Peabody & CO. Incorporated, February 1994 to January 1995.

Source: IAPD individual record, checked 14 October 2026

Where is Kevin Williamson based?

Kevin Williamson’s registered office is in Scottsdale, AZ.

Source: IAPD individual record, checked 14 October 2026

Leadership at Parallel Advisors

Sources

  1. IAPD individual record, CRD 2450728. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Parallel Advisors, LLC, filed 29 June 2026. Executive officers and direct owners; this person is not among them.

Retrieved 14 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kevin Williamson or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.