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Inactive

Mary Reid Alpers

Robertson Stephens

San Francisco, CA

Colorado Springs, CO

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Current Employers
Robertson Stephens

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-16
TX RA APPROVED 2024-05-16
  • CO RA
    APPROVED
    Since 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

15455 Gleneagle Drive, Ste 205, Colorado Springs, CO 80921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Three Points Financial Fka Alpers Financial Planning Colorado Springs CO 10/2021 05/2024
Alpers Financial Planning Colorado Springs CO 01/2012 09/2021
Robertson Stephens San Francisco CA 05/2024 Present
  • 10/2021 → 05/2024
    Three Points Financial Fka Alpers Financial Planning
    Colorado Springs, CO
  • 01/2012 → 09/2021
    Alpers Financial Planning
    Colorado Springs, CO
  • 05/2024 → Present
    Robertson Stephens
    San Francisco, CA
Previous Registrations
  • 2005-01-07 → 2024-06-07
    Three Points Financial, Inc.
    Colorado Springs, CO
  • 2004-03-18 → 2004-08-05
    Strasbaugh Financial Advisory, Inc.
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-20
  • S65 Uniform Investment Adviser Law Examination
    2004-02-20
Designations
Other Names
  • Mary Reid Torrez
  • Mary Jean Reid
  • Mary Reid Alpers

View on SEC IAPD

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DIVISAR CAPITAL MANAGEMENT, LLC
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1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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