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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_RES | 2019-05-31 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
1101 W. River Street Suite 360, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Eagle | ID | 07/2013 | 05/2019 |
| Robertson Stephens Wealth Management, Llc | Boise | ID | 05/2019 | 01/2024 |
| Robertson Stephens Capital Markets, Llc | Boise | ID | 10/2019 | Present |
| Robertson Stephens Wealth Management, Llc | Boise | ID | 01/2024 | Present |
(1)THE LEARNING LAB; 308 E 36TH ST. GARDEN CITY, ID 83714; NOT FOR PROFIT LEARNING CENTER PROMOTING LITERACY FOR LOCAL CHILDREN AND ADULTS.; START: 6/1/15;BOARD OF DIRECTORS;NON-PAID, VOLUNTEER DIRECTOR. ATTEND MEETINGS 12X/YEAR TO DIRECT GENERAL OPERATIONS OF THE ORGANIZATION. ATTEND SPECIAL EVENTS. VOLUNTEER TUTOR, PARTICIPATE IN FUNDRAISING CAMPAIGNS.; HOURS PER MONTH: 8. HOURS DURING TRADING HOURS: 0. (2)ROBERTSON STEPHENS CAPITAL MARKETS; 675 SUN VALLEY RD, KETCHUM, ID 83440; BROKER DEALER; START: 10/22/2019; REGISTERED REPRESENTATIVE; 1% OF TIME SPENT, NOT CURRENTLY SERVICING BROKERAGE CLIENTS (3)ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC; 675 SUN VALLEY RD, KETCHUM, ID 83440; RIA; START 5/31/2019; MANAGING DIRECTOR/INVESTMENT ADVISER REPRESENTATIVE; 99% OF TIME SPENT, 8 HRS PER DAY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-26 |
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