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

Aug 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

1

Current registrations

1

Registered states

1

Exams

S66

First exam

May 24, 2019

First registration

May 29, 2019

Dual registered

yes, broker-dealer

Other names

TERENCE RIORDAN WARD|Terence Ward

IAPD individual key

6079980

• Occurred

  Jun 17, 2026
  Advisor changed firm

  Terence Riordan Ward left Advisors Asset Management, Inc. for Parnassus Investments, Llc (registered 2026-07-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a88a17fa-4ad6-7498-06d8-2cd4ea6ff034

First observed

May 29, 2019

Last observed

Sep 14, 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.