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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 | 2018-06-22 |
| TX | RA | APPROVED | 2018-06-22 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
1550 El Camino Real Suite 250, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robertson Stephens Advisors | San Francisco | CA | 04/2014 | 12/2017 |
| Robertson Stephens Securities | San Francisco | CA | 04/2014 | 11/2017 |
| Robertson Stephens Wealth Management, Llc | Menlo Park | CA | 01/2018 | Present |
| Robertson Stephens Capital Markets, Llc | Menlo Park | CA | 09/2019 | 09/2025 |
1) 9/28/2023 The Phi Beta Kappa Society, a 501c3 non-profit, Investment Related; Chairman of the Investment Committee and Treasurer of Phi Beta Kappa Society, 1606 New Hampshire Avenue, NW, Washington, DC 20009, Investment Committee providing supervision of endowment assets managed by Prime -Bucholz.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-13 |
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