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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-09-27 |
Branch Locations
675 Sun Valley Road Suite G, Ketchum, ID 83340 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Vixeid Partners | San Francisco | CA | 07/2014 | 09/2016 |
| Consultant | San Francisco | CA | 09/2016 | 12/2017 |
| Robertson Stephens Advisors | San Francisco | CA | 10/2016 | 12/2017 |
| Robertson Stephens Wealth Management, Llc | San Francisco | CA | 01/2018 | Present |
| Robertson Stephens Capital Markets, Llc | San Francisco | CA | 11/2018 | Present |
1.) Robertson Stephens Holdings, LLC, Not investment-related, 455 Market Street, Ste 1450, SF, CA 94105, Holding Company, board observer; Nov 2018, 2, 0, board observer. 2.) Robertson Stephens Wealth Management, LLC, Yes investment-related, 455 Market Street Ste 1450, SF, CA 94105, affiliated RIA, Principal, Jan 2018, 161, 132, family office services. 3.) Robertson Stephens Capital Markets, LLC, Yes investment-related, 455 Market Street Ste 1450, SF, CA 94105, affiliated B/D, Principal, Jan 2018, 4.) MSCL House (men's second chance living); Not Investment-related; 400 South Main Street Unit 304B P.O. Box 2398, Hailey, Idaho 83333; Boad of Directors/Treasurer; Started July 2023; devotes 1 hr/month. 0 Hrs during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 1992-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-03 |
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