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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-03 |
| FL | RA | APPROVED | 2018-11-07 |
| NJ | RA | APPROVED | 2018-10-29 |
| CA | RA | APPROVED | 2018-06-22 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
West Palm Beach, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robertson Stephens Advisors | San Francisco | CA | 09/2013 | 12/2017 |
| Robertson Stephens Wealth Management | San Francisco | CA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-03 |
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