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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Francisco | CA | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 11/2021 |
| Robertson Stephens Capital Markets, Llc | San Francisco | CA | 11/2021 | Present |
| Robertson Stephens Wealth Management, Llc | San Francisco | CA | 11/2021 | Present |
(1) Robertson Stephens Wealth Management, LLC; Investment Related; 455 Market Street, Suite 1450, San Francisco, CA, 94105, Affiliated RIA, Wealth Manager; November 2021. (2) Licensed Independent Insurance Agent (3) Robertson Stephens Capital Markets, LLC; Investment Related; 455 Market Street, Suite 1450, San Francisco, CA, 94105, Affiliated B/D, Principal, MD; November 2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
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