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1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Plymouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Andover | MA | 06/2016 | 06/2021 |
| Angel Oak Capital Advisors, Llc | Plymouth | MA | 06/2021 | 10/2024 |
| Foreside Fund Services, Llc | Plymouth | MA | 07/2021 | 10/2024 |
| Foreside Fund Services, Llc | Plymouth | MA | 11/2024 | 12/2025 |
| Hilton Capital Management, Llc | Plymouth | MA | 10/2024 | 12/2025 |
| Parnassus Investments, Llc | Plymouth | MA | 01/2026 | Present |
| Parnassus Funds Distributor, Llc | Plymouth | MA | 01/2026 | Present |
Parnassus Investments, LLC; Investment Related; Plymouth, MA; Distribution; Vice President, Advisory Consultant; Start Date 1/5/2026; 140 Hrs Per Month; Distribute Parnassus investment to retail intermediary clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-11 |
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