Stefanie M Roberts

Current Employers

Employment History

• 04/2016 → 06/2017
  Piper Jaffray & Co.
  Portland, OR
• 06/2017 → Present
  Piper Jaffray & Co.
  Portland, OR

Other Businesses

Name of Other Business: Trillium Creek PTA Investment Related: No Address of Other Business: , West Linn, OR Nature of Other Business: PTA Position: Board Member / Director Time devoted to the Business: 2 hours per Month Compensation: No, ; 50 percent of time commitment during trading hours; Start date of other business is 5/14/2025 Duties include: PTA Treasure Name of Other Business: Robeach, LLC. Investment Related: Address of Other Business: , Portland, OR Nature of Other Business: real estate Position: Owner Time devoted to the Business: 25 hours per Year Compensation: Yes, Rental Income; 0 percent of time commitment during trading hours; Start date of other business is 11/5/2024 Duties include: Real Estate Name of Other Business: Rental Property Investment Related: Address of Other Business: 5233 N Ameherst St, Portland, OR Nature of Other Business: Private/Rental Property Position: Owner Time devoted to the Business: 5 hours per Year Compensation: Yes, Rental payments; 0 percent of time commitment during trading hours; Start date of other business is 6/1/2022 Duties include: Rental property Name of Other Business: Platoro Investments Investment Related: Address of Other Business: PO Box 90608, Albuquerque, NM Nature of Other Business: Commercial Rental Properties Position: Owner Time devoted to the Business: 2 hours per Year Compensation: Yes, Paid quarterly from lease payments; 0 percent of time commitment during trading hours; Start date of other business is 1/15/2020 Duties include: Commercial Property in Albuquerque, New Mexico. I'm a 20% owner of the LLC. Partnership EIN# 84-3940324 Name of Other Business: Rental Property Investment Related: Address of Other Business: 5233 N Ameherst St, Portland, OR Nature of Other Business: Rental Properties Position: Owner Time devoted to the Business: 10 hours per Year Compensation: Yes, Rental payments; 0 percent of time commitment during trading hours; Start date of other business is 9/14/2018 Duties include: My husband and I (personally) own 4 single family rental properties in Portland. We started renting the 1st one in September 2018.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2017-10-22