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.

Current firm

ROBERTSON STEPHENS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 6, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63

First exam

Mar 6, 1987

First registration

Oct 15, 1997

Dual registered

no

IAPD individual key

1609133

• Occurred

  Aug 26, 2024
  Advisor changed firm

  David John Reichle left Rain Capital Management for Robertson Stephens (registered 2024-07-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4884e9d8-48eb-e40e-8aaf-eb76f73541fd

First observed

Oct 15, 1997

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.