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1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-10 |
Branch Locations
1 Market Street Suite 1600, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 01/2018 | 12/2018 |
| Womply | San Francisco | CA | 01/2017 | 01/2018 |
| Deloitte Consulting | San Francisco | CA | 10/2013 | 01/2017 |
| Orbis Investment Management (U.S.), L.P. | San Francisco | CA | 05/2019 | 12/2021 |
| Unemployed | San Francisco | CA | 01/2019 | 04/2019 |
| Orbis Investment (U.S.), Llc | San Francisco | CA | 08/2019 | 12/2021 |
| Parnassus Investments, Llc | San Francisco | CA | 02/2022 | Present |
| Parnassus Funds Distributors, Llc | San Francisco | CA | 02/2022 | Present |
1) Parnassus Investments, LLC; San Francisco, CA; Started 2/8/2022; Investment Related; Vice President, Institutional Relations; Manage of Institutional Relations; Manage Institutional Client Relationships; 160 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-04 |
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