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

Jan 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

May 8, 2009

First registration

Sep 17, 2019

Dual registered

yes, broker-dealer

Other names

SEAN C. HEALY|Sean Healy

IAPD individual key

5634134

• Occurred

  Jan 23, 2024
  Advisor changed firm

  Sean C. Healy left Putnam Investment Management, Llc for Parnassus Investments, Llc (registered 2024-06-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3a951267-5169-da63-9121-bfe3603281b2

First observed

Sep 17, 2019

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.