# Karen Joy McMillan

Karen Joy McMillan is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with PARALLEL ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PARALLEL ADVISORS, LLC](https://search.stillhousedata.com/firm/140800) | 2025-11-07 | present | Yes |
| [OSBORNE PARTNERS CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/108100) | 2017-04-11 | 2025-11-10 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-06 | 2017-03-21 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2007-02-09 | 2009-10-06 | — |
| [KEYBANC CAPITAL MARKETS INC.](https://search.stillhousedata.com/firm/566) | 2006-01-24 | 2007-02-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4567056)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4567056.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.