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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-07 |
Branch Locations
110 S. Wynstone Park Dr Unit #103, North Barrington, IL 60010 • 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 |
|---|---|---|---|---|
| Cafg Wealth Management, Inc. | North Barrington | IL | 01/2013 | 10/2024 |
| Robertson Stephens | North Barrington | IL | 10/2024 | Present |
President of CAFG Wealth Management, Inc.. CAFG Wealth Management, Inc. is a non-operating legal entity collecting payments from an installment sale of former RIA business to Robertson Stephens. Start date: October 1, 2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-16 |
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