This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PARNASSUS INVESTMENTS, LLC

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 11, 2016

First registration

Jan 5, 2018

Dual registered

yes, broker-dealer

Other names

Matthew Charles Malloy|Matthew Charles Malloy|Matthew Malloy

IAPD individual key

6520076

• Occurred

  Mar 5, 2024
  Advisor changed firm

  Matthew C Malloy left Angel Oak Capital Advisors, Llc for Parnassus Investments, Llc (registered 2026-02-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0a0d9449-5245-4e44-5e36-8391906e1d59

First observed

Jan 5, 2018

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.