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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
50 South County Commons Way, Unit E6, South Kingstown, RI 02879 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Securities Llc | Providence | RI | 09/2018 | 09/2025 |
| Apb Vape Llc | Cranston | RI | 06/2017 | 09/2018 |
| University Of R.I. | North Kingston | RI | 03/2016 | 06/2017 |
| The Ocean House | Westerly | RI | 05/2017 | 08/2017 |
| Hightower Advisors Llc | Providence | RI | 09/2018 | 09/2025 |
| Robertson Stephens Wealth Management, Llc; | South Kingstown | RI | 10/2025 | Present |
| Robertson Stephens Capital Markets, Llc | South Kingstown | RI | 10/2025 | Present |
1.) Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Vice President, Client Service; October 2025; 165; 132; Client Service 2.) Robertson Stephens Capital Markets, LLC; Yes; 50 S County Commons Way Unit E6, South Kingstown, RI 02879; Broker Dealer; Vice President, Client Service ; October 2025; 9, 9; Client Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-28 |
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