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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-10-08 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
50 South County Commons Way, Unit E6, South Kingstown, RI 02879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | New York | NY | 06/2016 | 03/2021 |
| Unemployed | New York | NY | 03/2021 | 06/2021 |
| Mountain Ash Investment Management | New York | NY | 06/2021 | 01/2022 |
| Hightower | Chicago | IL | 02/2022 | 09/2025 |
| Robertson Stephens Capital Markets Llc | South Kingston | RI | 10/2025 | Present |
| Robertson Stephens Wealth Management, Llc | South Kingston | RI | 10/2025 | Present |
1.) Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Vice President, Portfolio Manager; October 2025; 165; 132; Portfolio Management 2.) Robertson Stephens Capital Markets, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Broker Dealer; Vice President, Portfolio Manager; October 2025; 9; 9; Portfolio Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-24 |
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