Daniel Robert Rozansky

Current Employers

Employment History

• 04/2014 → 12/2017
  Robertson Stephens Securities
  San Francisco, CA
• 04/2014 → 12/2017
  Robertson Stephens Advisors
  San Francisco, CA
• 01/2018 → Present
  Robertson Stephens Wealth Management, Llc
  Menlo Park, CA
• 09/2019 → Present
  Robertson Stephens Capital Markets
  Menlo Park, CA

Previous Registrations

• 2014-04-07 → 2018-01-12
  Robertson Stephens Advisors
  San Francisco, CA
• 2011-01-03 → 2014-04-08
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Palo Alto, CA
  Charlotte, NC
• 2003-07-25 → 2011-01-03
  Wells Fargo Investments, Llc
  Palo Alto, CA
  Palo Alto, CA

Other Businesses

1) Life Insurance, Not Investment-Related, 433 Derby Avenue, San Mateo, CA 94403 (Home), independent life insurance agent licensed in CA, no title, since 2004, 2 hours/mo, 0 trading hrs/mo, selling and administering life insurance policies. 2) PENINSULA JCC (NON PROFIT), YES INVESTMENT-RELATED, 800 FOSTER CITY BLVD, FOSTER CITY, CA 94404, THIS IS AN UNPAID/NVESTMENT RELATED POSITION AS A MEMBER OF ENDOWMENT INVESTMENT COMMITTEE FOR A COMMUNITY POOL AND FITNESS CENTER, NO TITLE, START DATE 2010, APPROXIMATELY SPENDS ONE HOUR PER MONTH, ZERO DURING MARKET HOURS, DUTIES: DISCUSS CURRENT ALLOCATION OF ASSETS AND PARTICIPATE IN INVESTMENT COMMITTEE MEETINGS. 3) 09/2019 ROBERTSON STEPHENS CAPITAL MARKETS, REGISTERED REPRESENTATIVE; BD FIRM; SAN FRANCISCO CA; INVESTMENT RELATED 4) 01/2018 ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC, INVESTMENT ADVISER REPRESENTATIVE; IA FIRM; SAN FRANCISCO CA; INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2003-07-24