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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-10-02 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Clyde Hill, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steelhead Partners, Llc | Seattle | WA | 07/1999 | 08/2018 |
| Columbia Pacific Wealth Management | Seattle | WA | 09/2018 | 09/2019 |
| Robertson Stephens Wealth Management, Llc | Clyde Hill | WA | 10/2020 | Present |
| Unemployed | Clyde Hill | WA | 10/2019 | 09/2020 |
1 - Altpep - Life Sciences development Company. Position: Consultant, Strategic Planning, Mercer Island, WA, 09/2020 - Present. <5% of time spent in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-13 |
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