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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-30 |
Branch Locations
61 Jesup Road, Westport, CT 06880 • 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 |
|---|---|---|---|---|
| Rockefeller Financial Llc | New York | NY | 04/2023 | 11/2023 |
| Control Risks Group | New York | NY | 07/2021 | 03/2023 |
| Unemployed | New York | NY | 03/2021 | 07/2021 |
| Ready | New York | NY | 05/2020 | 03/2021 |
| University Of Richmond | Richmond | VA | 08/2016 | 05/2020 |
| Robertson Stephens Capital Markets, Llc | Westport | CT | 09/2025 | Present |
| Robertson Stephens Wealth Management, Llc | Westport | CT | 08/2025 | Present |
| Third Bridge Us Inc | New York | NY | 01/2024 | 02/2025 |
| L&J Marketplace Inc. Dba Fish Market | New York | NY | 02/2025 | 08/2025 |
1.) Robertson Stephens Wealth Management, LLC; Yes; 61 Jesup Road, Westport, CT 06880; Affiliated RIA; Client Service Associate; August 2025; 190; 6; Client Service 2.) Robertson Stephens Capital Markets, LLC; Yes; 61 Jesup Road, CT 06880, Broker Dealer, Registered Representative; September 2025; 10, .5; Client Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-30 |
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