Sabrina Rachael Parness

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-05-02
TX	RA	APPROVED	2020-09-17
CA	RA	APPROVED	2020-07-13

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	07/2018	07/2020
Franklin Templeton Investments	San Mateo	CA	06/2017	09/2017
Santa Clara University	Santa Clara	CA	09/2014	06/2018
Bank Of America, N.A.	San Francisco	CA	10/2018	07/2020
Morgan Stanley	New York	NY	07/2020	Present

07/2018 → 07/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
06/2017 → 09/2017

Franklin Templeton Investments

San Mateo, CA
09/2014 → 06/2018

Santa Clara University

Santa Clara, CA
10/2018 → 07/2020

Bank Of America, N.A.

San Francisco, CA
07/2020 → Present

Morgan Stanley

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-01-23

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