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1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-03 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-12 |
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