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Advisor at ROBERTSON STEPHENS
New York, NY | SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ROBERTSON STEPHENS | Independent wealth | Jul 30, 2025 | n/a | yes | SAN FRANCISCO, CA|New York, NY | Current employment |
| BALDWIN WEALTH PARTNERS, LLC | Independent wealth | Mar 7, 2022 | Jul 29, 2025 | no | NEW YORK, NY|MARION, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BALDWIN WEALTH PARTNERS, LLC | ROBERTSON STEPHENS | Jul 29, 2025 | Jul 30, 2025 | 1 | Firm change | RIA to RIA |