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Inactive

Mark Thomas Ledbetter

Pathstone

San Francisco, CA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-09
  • CA RA
    APPROVED
    Since 2026-01-09

Branch Locations

One Maritime Plaza Suite 650, San Francisco, CA 94111 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Symmetry Financial Group Alameda CA 07/2022 11/2022
New York Life Insurance Company San Francisco CA 03/2023 Present
Doordash Alameda CA 08/2022 03/2023
Nylife Securities Llc San Francisco CA 09/2023 Present
Sequoia Union High School District Redwood City CA 08/2019 05/2022
University Of California, Santa Cruz Santa Cruz CA 09/2017 06/2019
Peninsula Covenant Church Redwood City CA 02/2016 08/2022
Cañada College Redwood City CA 08/2015 05/2017
Robertson Stephens Wealth Management, Llc San Ramon CA 12/2023 08/2025
Pathstone San Francico CA 08/2025 Present
  • 07/2022 → 11/2022
    Symmetry Financial Group
    Alameda, CA
  • 03/2023 → Present
    New York Life Insurance Company
    San Francisco, CA
  • 08/2022 → 03/2023
    Doordash
    Alameda, CA
  • 09/2023 → Present
    Nylife Securities Llc
    San Francisco, CA
  • 08/2019 → 05/2022
    Sequoia Union High School District
    Redwood City, CA
  • 09/2017 → 06/2019
    University Of California, Santa Cruz
    Santa Cruz, CA
  • 02/2016 → 08/2022
    Peninsula Covenant Church
    Redwood City, CA
  • 08/2015 → 05/2017
    Cañada College
    Redwood City, CA
  • 12/2023 → 08/2025
    Robertson Stephens Wealth Management, Llc
    San Ramon, CA
  • 08/2025 → Present
    Pathstone
    San Francico, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-22
S63 Uniform Securities Agent State Law Examination 2023-10-21
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2023-10-21

View on SEC IAPD

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