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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 | 2021-09-17 |
Branch Locations
1101 W River Street Suite 360, Boise, ID 83702 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank | Boise | ID | 09/2018 | 09/2021 |
| Wells Fargo Bank | Boise | ID | 06/2017 | 09/2018 |
| Wells Fargo Bank | Boise | ID | 05/2012 | 06/2017 |
| Robertson Stephens Capital Markets, Llc | Boise | ID | 09/2021 | Present |
| Robertson Stephens Wealth Management, Llc | Boise | ID | 09/2021 | Present |
1.) Robertson Stephens Wealth Management, LLC; Investment Related; 1101 W River Street, Suite 360, Boise ID, 83702; Affiliated RIA, Wealth Manager; September 2021 2.) Robertson Stephens Capital Markets, LLC; Investment Related; 1101 W River Street, Suite 360, Boise ID, 83702; Affiliated B/D, Wealth Manager; September 2021 3.) Highland Capital Insurance Company; Investment Related; 10270 SE 54th Avenue, Milwaukie, OR 97222; Fixed Insurance and Annuity Sales; Sole Proprietor, Fixed Insurance and Annuity Sales; Started 10/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-09 |
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