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1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-26 |
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 |
|---|---|---|---|---|
| Putnam Investments/Putnam Retail Management | Andover | MA | 01/2009 | 02/2024 |
| Parnassus Investments, Llc | Marion | MA | 03/2024 | Present |
| Parnassus Funds Distributor, Llc | Marion | MA | 03/2024 | Present |
1) Parnassus Investments; Investment-Related; San Francisco, CA; Investments; VP, Institutional Relations; Start 02/2024; 160 hours per month; Investment Sales Role 2) Town of Marion Finance Committee; Non-Investment Related; Marion, MA; Municipal Committee; Finance Committee Member; Start 10/2023; 4 hours per month; 0 during securities hours; advises town departments on budgets and capital spending
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-08 |
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