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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-05-31 |
| TX | RA | APPROVED | 2019-05-31 |
Branch Locations
675 Sun Valley Road Suite G, Ketchum, ID 83340 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Boise | ID | 03/2008 | 05/2019 |
| Robertson Stephens Wealth Management, Llc | Ketchum | ID | 05/2019 | Present |
| Robertson Stephens Capital Markets, Llc | Ketchum | ID | 10/2019 | Present |
1) 11/2017 SPUR - Sun Valley Community Foundation, non investment related; PO BOX 6184 Ketchum ID 83340; Community foundation that helps facilitate smarter giving in the community of Sun Valley Idaho; Treasurer; approximately 5 hours per month/0 during trading hours; budgeting, facilitating administration of the Donor Advised Funds (no cost to donors), strategic vison etc; charitable. 2) 09/2002 Independent Licensed Insurance Agent; investment related; fixed insurance; approximately less than 5 hours a month/less than 1 hour during trading hours; provide needs discovery & introduction to insurance expert. 3) 10/2019 ROBERTSON STEPHENS CAPITAL MARKETS, REGISTERED REPRESENTATIVE; BD FIRM; KETCHUM ID; INVESTMENT RELATED 4) 05/2019 ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC, MANAGING DIRECTOR; IA FIRM; KETCHUM ID; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-28 |
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