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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-06-22 |
| TX | RA | APPROVED | 2018-06-22 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robertson Stephens Advisors | San Francisco | CA | 04/2014 | 12/2017 |
| Robertson Stephens Wealth Management | San Francisco | CA | 01/2018 | Present |
Licensed insurance agent with Highland Capital Brokerage, Inc., not investment-related; 3535 Grandview Parkway, Suite 600, Birmingham, AL 35243.; insurance company; Insurance Producer; start date: 08/31/2023; 5% o time devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-18 |
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