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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 | 2019-05-31 |
| TX | RA | APPROVED | 2019-05-31 |
Branch Locations
675 Sun Valley Road, 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 |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Boise | ID | 03/2008 | 05/2019 |
| Robertson Stephens Wealth Management, Llc | Ketchum | ID | 05/2019 | 01/2024 |
| Robertson Stephens Capital Markets, Llc | Ketchum | ID | 10/2019 | Present |
| Robertson Stephens Wealth Management, Llc | Ketchum | ID | 01/2024 | Present |
(1) ROBERTSON STEPHENS CAPITAL MARKETS; 675 SUN VALLEY RD, KETCHUM, ID 83440; BROKER DEALER; START: 10/08/2019; REGISTERED REPRESENTATIVE; 1% OF TIME SPENT IN THIS ACTIVITY. (2 )ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC; 675 SUN VALLEY RD, KETCHUM, ID 83440; RIA; START 5/31/2019; MANAGING DIRECTOR/INVESTMENT ADVISER REPRESENTATIVE; 99% OF TIME SPENT.IN THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-13 |
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