Rick Lane Tasker

Current Employers

Robertson Stephens

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-10-06

CA RA
APPROVED

Since 2021-10-06

Branch Locations

2455 Bennett Valley Road, Suite B115, Santa Rosa, CA 95404 • United States

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Epoch Consulting Group	Santa Rosa	CA	06/2004	10/2021
Robertson Stephens Wealth Management, Llc	Santa Rosa	CA	10/2021	Present

06/2004 → 10/2021

Epoch Consulting Group

Santa Rosa, CA
10/2021 → Present

Robertson Stephens Wealth Management, Llc

Santa Rosa, CA

Previous Registrations

2017-12-21 → 2021-10-27

Epoch Consulting Group

Santa Rosa, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-20
S63	Uniform Securities Agent State Law Examination	1981-05-09

S65 Uniform Investment Adviser Law Examination

2017-12-20
S63 Uniform Securities Agent State Law Examination

1981-05-09