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1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-10 |
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 |
|---|---|---|---|---|
| Chapman University | Orange | CA | 08/2014 | 05/2018 |
| Nfp | Aliso Viejo | CA | 06/2017 | 08/2017 |
| Pimco Investments Llc | Newport Beach | CA | 06/2018 | 04/2021 |
| Pacific Investment Management Company Llc | Newport Beach | CA | 06/2018 | 04/2021 |
| Parnassus Investments | San Francisco | CA | 05/2021 | 09/2021 |
| Parnassus Funds Distributor, Llc | San Francisco | CA | 06/2021 | Present |
| Parnassus Investments, Llc | San Francisco | CA | 10/2021 | Present |
Parnassus Investments, LLC; Investment Related; San Francisco, CA; Began 05/10/2021; Investment Management; Associate Vice President, Institutional Relations; maintain relationship and educate clients, assist investment team to deliver marketing materials; 160 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-08 |
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