Best Investors Account Sign in
Inactive

Pamela Heidi Friedman

Robertson Stephens

Austin, TX

San Francisco, CA

Claim This Profile
Current Employers
Robertson Stephens

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-01
  • TX RA
    APPROVED
    Since 2020-04-01

Branch Locations

1308 Navasota Street, Austin, TX 78702 • 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
Silicon Hills Wealth Management Austin TX 02/2013 03/2020
Robertson Stephens Wealth Management, Llc Austin TX 04/2020 Present
The University Of Texas At Austin Austin TX 08/2023 12/2025
The University Of Texas At Austin Austin TX 08/2004 05/2020
  • 02/2013 → 03/2020
    Silicon Hills Wealth Management
    Austin, TX
  • 04/2020 → Present
    Robertson Stephens Wealth Management, Llc
    Austin, TX
  • 08/2023 → 12/2025
    The University Of Texas At Austin
    Austin, TX
  • 08/2004 → 05/2020
    The University Of Texas At Austin
    Austin, TX
Previous Registrations
  • 2013-02-06 → 2020-03-24
    Silicon Hills Wealth Management
    Austin, TX
  • 2012-06-01 → 2013-02-07
    Austin, TX
  • 2012-12-11 → 2013-02-07
    Austin, TX
  • 2012-02-07 → 2012-06-01
    Cincinnati Analysts, Inc.
    Austin, TX
  • 2010-11-15 → 2012-01-03
    Austin, TX
Other Businesses

1)Founder/Sole Proprietor of Divorce Planning of Austin, LLC; investment-related; 2109 Riverview Street, Austin, TX 78702; owner of website licensed to Robertson Stephens for marketing purposes; February 2013; one hour per month, none during trading hours; sole proprietor. 2)Author; not investment-related; 2109 Riverview Street, Austin, TX 78702; book sales; December 2015; ten hours per month, none during trading hours; sole proprietor. 3) McCombs School of Business Department of Finance 2110 Speedway, Austin, TX 78705 - not investment related; teaching a financial planning course; a temporary 3 month assignment; 20 hours per month; none during trading hours. 4)Rental property - 2109 Riverview St, Austin, Texas 78702. We are renting out our home for the summer - June 2023 through August 2023. 0 hours devoted to this.

Designations
Other Names
  • Pam Heidi Friedman

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor