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Current Employers
Robertson Stephens

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-11-01
  • NY RA
    APPROVED
    Since 2022-11-01

Branch Locations

810 Seventh Avenue Suite 615, New York, NY 10019 • United States

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • 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
United Nations Federal Credit Union Advisors New York NY 04/2018 10/2022
State Farm Mutual Insurance Company Douglaston NY 04/2016 04/2018
Korean Hope Evangelical Church Of New York Bayside NY 06/2008 01/2018
Communityamerica Financial Solutions, Llc Lenexa KS 11/2018 04/2019
Robertson Stephens Wealth Management, Llc New York NY 11/2022 01/2025
Robertson Stephens Wealth Management, Llc New York NY 01/2025 Present
Robertson Stephens Capital Markets, Llc New York NY 02/2026 Present
  • 04/2018 → 10/2022
    United Nations Federal Credit Union Advisors
    New York, NY
  • 04/2016 → 04/2018
    State Farm Mutual Insurance Company
    Douglaston, NY
  • 06/2008 → 01/2018
    Korean Hope Evangelical Church Of New York
    Bayside, NY
  • 11/2018 → 04/2019
    Communityamerica Financial Solutions, Llc
    Lenexa, KS
  • 11/2022 → 01/2025
    Robertson Stephens Wealth Management, Llc
    New York, NY
  • 01/2025 → Present
    Robertson Stephens Wealth Management, Llc
    New York, NY
  • 02/2026 → Present
    Robertson Stephens Capital Markets, Llc
    New York, NY
Other Businesses

1.)Sapientia Planning LLC; investment-related; Rental Property; 36-30 208th street, Bayside NY 11361; LLC for Rental Properties; Owner/Principal; Started 05/2022; Devotes 4 hrs/month; Property management as needed, upkeep of book/financial records, bill tenants, pay monthly management fees, etc. 2.)Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Investment Advisor Representative; November 2022; 165; 132; Investment Advisor 3.)Robertson Stephens Capital Markets, LLC; Yes; 810 7th Avenue, Suite 615, New York, NY 10019; Broker Dealer; Registered Representative; February 2026; 9, 9; Registered Representative 4.) 415 Insurance Solutions, LLC; Investment Related; 810 7th Avenue, Suite 1700, New York, NY 10019; Insurance Agency; Vice President; Designated Responsible Licensed Producer; Started July 2026; Devotes appr. 4 hours a month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-08
  • S63 Uniform Securities Agent State Law Examination
    2026-07-08
Designations
Other Names
  • Vicky Jung

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