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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 | 2023-03-29 |
Branch Locations
675 Sun Valley Road, 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 |
|---|---|---|---|---|
| Clearrock Capital, Llc | Ketchum | ID | 08/2008 | 06/2020 |
| Mercer Global Advisors Inc | Ketchum | ID | 06/2020 | 03/2023 |
| Robertson Stephems Wealth Management, Llc | Ketchum | ID | 03/2023 | Present |
(1) Sun Valley Company NOT Investment Related 1 Sun Valley Road, Sun Valley, ID 83353 Ski Resort Coach - Sun Valley Freeride Team Seasonal - December to March 16 hours/month 0 hours during securities trading hours Coach of kids ski team on weekends
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-29 |
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