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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
55 Old Bedford Road Suite 306, Lincoln, MA 01773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vodia Capital, Llc | Lincoln | MA | 04/2022 | 12/2022 |
| Brightland Farms, Inc. | Miami | FL | 04/2016 | 04/2022 |
| Robertson Stephens Wealth Management, Llc | Lincoln | MA | 12/2022 | 01/2024 |
| Robertson Stephens Wealth Management, Llc | Lincoln | MA | 01/2024 | Present |
| Vodia Capital, Llc | Lincoln | MA | 03/2024 | Present |
Vodia Capital, LLC, Lincoln, MA. investment-related, an investment adviser firm; my title is Client Service Associate; I devote between 10-12 hours per month to this business, all hours during securities trading hours. My duties are administrative and include managing the firm's calendar, scheduling meetings, and maintaining files.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-18 |
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