DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ROBERTSON STEPHENS
San Rafael, CA | 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 | Jun 22, 2018 | n/a | yes | SAN FRANCISCO, CA|San Rafael, CA | Current employment |
| ROBERTSON STEPHENS ADVISORS | Former SEC adviser | Feb 18, 2015 | Jan 12, 2018 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROBERTSON STEPHENS ADVISORS | ROBERTSON STEPHENS | Jan 12, 2018 | Jun 22, 2018 | 161 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 166736:289977:CA:2018-01-12 | Jan 12, 2018 | Jun 22, 2018 | SAN FRANCISCO, CA | Firm change |