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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
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