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Ari Parsay

Dunham

San Diego, CA

San Diego, CA

San Diego, CA

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Current Employers
Dunham

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-10
  • CA RA
    APPROVED
    Since 2023-04-10

Branch Locations

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • 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
Dunham & Associates Investment Counsel, Inc. San Diego CA 06/2021 Present
University Of California San Diego La Jolla CA 08/2018 03/2019
La Jolla Historical Society La Jolla CA 06/2017 08/2017
University Of California San Diego San Diego CA 08/2017 08/2018
University Of California San Diego San Diego CA 03/2019 06/2021
University Of California San Diego San Diego CA 06/2015 06/2017
  • 06/2021 → Present
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 08/2018 → 03/2019
    University Of California San Diego
    La Jolla, CA
  • 06/2017 → 08/2017
    La Jolla Historical Society
    La Jolla, CA
  • 08/2017 → 08/2018
    University Of California San Diego
    San Diego, CA
  • 03/2019 → 06/2021
    University Of California San Diego
    San Diego, CA
  • 06/2015 → 06/2017
    University Of California San Diego
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2022-11-28
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2022-11-28

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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