DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Danielle Marie Kalkman

Parnassus Investments, LLCasset managerSan Francisco, Cadual registrantIAPD 6601654

Feed of 09/14/2026

Also filed as Danielle Marie Cummings

At current firm

0 y

since Oct 3, 2025

In the industry

10 y

since Jan 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Parnassus Investments, LLC asset manager current
since Oct 3, 2025 · San Francisco, Ca
T. Rowe Price Associates, Inc. asset manager
Jul 22, 2022 to Sep 3, 2025 · San Francisco, Ca
T. Rowe Price Advisory Services, Inc. BD affiliated
Jun 19, 2019 to Feb 28, 2022 · Colorado Springs, Co
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 3, 2017 to Aug 14, 2018 · Colorado Springs, Co

Moves

a registration end followed by a registration begin elsewhere

T. Rowe Price Associates, Inc. to Parnassus Investments, LLC
left Sep 3, 2025, registered Oct 3, 2025 (30 days) · Other
T. Rowe Price Advisory Services, Inc. to T. Rowe Price Associates, Inc.
left Feb 28, 2022, registered Jul 22, 2022 (144 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to T. Rowe Price Advisory Services, Inc.
left Aug 14, 2018, registered Jun 19, 2019 (309 days) · Wirehouse to independent RIA

Signals

Danielle Marie Kalkman left T. Rowe Price Associates, Inc. for Parnassus Investments, Llc (registered 2025-10-03)
Sep 3, 2025 · Advisor changed firm · fact
Danielle Marie Kalkman left T. Rowe Price Advisory Services, Inc. for T. Rowe Price Associates, Inc. (registered 2022-07-22)
Feb 28, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address