Best Investors Account Sign in
Current Employers
Parnassus Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-12-10
  • CA RA
    APPROVED
    Since 2021-12-10

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
Skba Capital Management, Llc San Francisco CA 04/2011 04/2017
Foreside Fund Services, Llc San Francisco CA 01/2014 04/2017
Parnassus Investments San Francisco CA 05/2017 09/2021
Parnassus Funds Distributor, Llc San Francisco CA 05/2019 Present
Parnassus Investments, Llc San Franciso CA 10/2021 Present
  • 04/2011 → 04/2017
    San Francisco, CA
  • 01/2014 → 04/2017
    Foreside Fund Services, Llc
    San Francisco, CA
  • 05/2017 → 09/2021
    Parnassus Investments
    San Francisco, CA
  • 05/2019 → Present
    Parnassus Funds Distributor, Llc
    San Francisco, CA
  • 10/2021 → Present
    San Franciso, CA
Previous Registrations
  • 2017-05-12 → 2021-12-14
    Parnassus Investments
    San Francisco, CA
  • 2012-01-12 → 2017-04-21
    San Francisco, CA
Other Businesses

Parnassus Investments, LLC; San Francisco, CA; Investment Related; Began 04/05/2017; Mutual Fund Company; DIRECTOR, RETAIL INTERMEDIARY; Sales and client service,

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-11-18
S65 Uniform Investment Adviser Law Examination 2012-01-11
  • S63 Uniform Securities Agent State Law Examination
    2014-11-18
  • S65 Uniform Investment Adviser Law Examination
    2012-01-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor