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Current Employers
Parnassus Investments, Llc

1 Market Street Suite 1600, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-03
  • CA RA
    APPROVED
    Since 2025-10-03

Branch Locations

1 Market Street Suite 1600, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Colorado Springs CO 01/2016 01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Colorado Springs CO 10/2017 08/2018
Extended Travel/Volunteering/Unemployed Vashon WA 01/2017 10/2017
Bank Of America, N.A. Colorado Springs CO 12/2017 08/2018
Usaa Financial Advisors, Inc Colorado Springs CO 04/2019 05/2019
Randstad Colorado Springs CO 04/2019 05/2019
Stay At Home Parent Colorado Springs CO 08/2018 04/2019
T. Rowe Price Colorado Springs CO 05/2019 02/2022
T. Rowe Price San Francisco CA 07/2022 08/2025
Stay At Home Parent Redondo Beach CA 02/2022 07/2022
Parnassus Investments, Llc San Francisco CA 08/2025 Present
Parnassus Funds Distributor, Llc San Francisco CA 09/2025 Present
  • 01/2016 → 01/2017
    T. Rowe Price
    Colorado Springs, CO
  • 10/2017 → 08/2018
    Colorado Springs, CO
  • 01/2017 → 10/2017
    Extended Travel/Volunteering/Unemployed
    Vashon, WA
  • 12/2017 → 08/2018
    Bank Of America, N.A.
    Colorado Springs, CO
  • 04/2019 → 05/2019
    Usaa Financial Advisors, Inc
    Colorado Springs, CO
  • 04/2019 → 05/2019
    Randstad
    Colorado Springs, CO
  • 08/2018 → 04/2019
    Stay At Home Parent
    Colorado Springs, CO
  • 05/2019 → 02/2022
    T. Rowe Price
    Colorado Springs, CO
  • 07/2022 → 08/2025
    T. Rowe Price
    San Francisco, CA
  • 02/2022 → 07/2022
    Stay At Home Parent
    Redondo Beach, CA
  • 08/2025 → Present
    San Francisco, CA
  • 09/2025 → Present
    Parnassus Funds Distributor, Llc
    San Francisco, CA
Previous Registrations
Other Businesses

Parnassus Investments, LLC; Investment Related; Sales; San Francisco, CA; 08/2025; Senior Associate; Retail Intermediary Sales; 173 Hrs./Mo. In addition to being an Investment Advisor Representative of Parnassus Investments, LLC, this associate is a Registered Representative of Parnassus Funds Distributor, LLC, an unaffiliated Broker Dealer.  The associate is a Registered Representative for purposes of Parnassus Funds Distributor, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-28
S63 Uniform Securities Agent State Law Examination 2016-05-12
  • S66 Uniform Combined State Law Examination
    2016-10-28
  • S63 Uniform Securities Agent State Law Examination
    2016-05-12
Other Names
  • Danielle Marie Cummings
  • Danielle Marie Kalkman
  • Marie Kalkman
  • Danielle M Kalkman

View on SEC IAPD

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