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1 Market Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
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 |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 03/2019 | 06/2026 |
| Northern Trust | Chicago | IL | 08/2016 | 03/2019 |
| Parnassus Investments, Llc | Chicago | IL | 07/2026 | Present |
| Parnassus Funds Distributor, Llc | Chicago | IL | 07/2026 | Present |
1) Parnassus Investments, LLC; Investment Related; Investment Sales/ Distribution; Chicago, IL; 07/2026; Vice President, Advisory Consultant; External distribution for Parnassus's ETFs, Mutual Funds, and SMAs throughout the Midwest; 200 Hrs./Mo. 2) Real Estate Properties; Not Investment Related; Owner of 4 apartments in Chicago; Chicago, IL; 01/2020; Owner; property in Chicago rentals through the Airbnb; 5 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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