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1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-20 |
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 |
|---|---|---|---|---|
| Parnassus Investments, Llc | San Francisco | CA | 04/2022 | Present |
| Parnassus Funds Distributor, Llc | San Francisco | CA | 04/2022 | Present |
| Nasdaq | San Francisco | CA | 05/2019 | 04/2022 |
| Travel | Incline Village | NV | 10/2018 | 04/2019 |
| Green Link | Santa Anna | CA | 08/2018 | 09/2018 |
| Tesla | Newport Beach | CA | 06/2017 | 09/2018 |
| Tesla Energy (Fka Solarcity) | Newport Beach | CA | 01/2017 | 05/2017 |
| Waddell & Reed | Brea | CA | 07/2017 | 09/2017 |
| College Student | Orange | CA | 08/2014 | 05/2018 |
1) Parnassus Investments, LLC; Investment Related; San Francisco, CA; Began 04/2022; Mutual Funds; Associate Vice President, Advisory Consultant ; 160 hours per month with 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-06 |
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