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Joshua Nmn Freedman

Robertson Stephens

San Francisco, CA

Denver, 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 2024-07-31
  • CO RA
    APPROVED
    Since 2024-07-31

Branch Locations

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

1741 N High St, Denver, CO 80218 • 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
Elk Creek Partners, Llc Denver CO 04/2011 06/2020
Ballast Equity Management Oakbrook Terrace IL 06/2020 05/2023
Ratio Wealth Group Llc Denver CO 05/2023 07/2024
Robertson Stephens San Francisco CA 07/2024 Present
  • 04/2011 → 06/2020
    Elk Creek Partners, Llc
    Denver, CO
  • 06/2020 → 05/2023
    Ballast Equity Management
    Oakbrook Terrace, IL
  • 05/2023 → 07/2024
    Ratio Wealth Group Llc
    Denver, CO
  • 07/2024 → Present
    Robertson Stephens
    San Francisco, CA
Previous Registrations
  • 2023-05-23 → 2024-08-28
    Ratio Wealth Group Llc
    Denver, CO
    Denver, CO
  • 2020-07-02 → 2023-05-06
    Qsv Equity Investors Llc
    Naperville, IL
    Denver, CO
  • 2012-03-23 → 2020-07-01
    Elk Creek Partners, Llc
    Denver, CO
  • 2011-08-11 → 2011-12-31
    Elk Creek Partners, Llc
    Denver, CO
  • 2007-04-04 → 2011-08-08
    Platte River Capital, Llc
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-24
  • S63 Uniform Securities Agent State Law Examination
    1994-05-24
Designations
Other Names
  • Joshua Freedman
  • Josh Freedman

View on SEC IAPD

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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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