DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner22 years in industry

PAMELA HEIDI FRIEDMAN

Advisor at ROBERTSON STEPHENS

SAN FRANCISCO, CA | AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca5525dc-1f11-c6c0-c70f-5b8615d19628

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Nov 15, 2010
Dual registered: no
Other names: PAM HEIDI FRIEDMAN
IAPD individual key: 2709432

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROBERTSON STEPHENS	Independent wealth	Apr 1, 2020	n/a	yes	SAN FRANCISCO, CA\|AUSTIN, TX	Current employment
SILICON HILLS WEALTH MANAGEMENT	Former SEC adviser	Feb 6, 2013	Mar 24, 2020	no	AUSTIN, TX	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Dec 11, 2012	Feb 7, 2013	no	AUSTIN, TX	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 1, 2012	Feb 7, 2013	no	AUSTIN, TX	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Feb 7, 2012	Jun 1, 2012	no	AUSTIN, TX	Previous registration
AUSTIN ASSET	Independent wealth	Nov 15, 2010	Jan 3, 2012	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SILICON HILLS WEALTH MANAGEMENT	ROBERTSON STEPHENS	Mar 24, 2020	Apr 1, 2020	8	Firm change	RIA to RIA
CAPITAL ANALYSTS	SILICON HILLS WEALTH MANAGEMENT	Feb 7, 2013	Feb 6, 2013	-1	Firm change	Other
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Feb 7, 2013	Dec 11, 2012	-58	Firm change after gap	Other
CINCINNATI ANALYSTS, INC	LINCOLN INVESTMENT	Jun 1, 2012	Jun 1, 2012	0	Bulk transfer	Other
AUSTIN ASSET	CINCINNATI ANALYSTS, INC	Jan 3, 2012	Feb 7, 2012	35	Firm change	Other

Relationships

Registered with (6)

→ ROBERTSON STEPHENSRegistered adviserregistration: current employment
Apr 1, 2020 to presentfactForm ADV
→ SILICON HILLS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 6, 2013 to Mar 24, 2020factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Dec 11, 2012 to Feb 7, 2013factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 1, 2012 to Feb 7, 2013factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Feb 7, 2012 to Jun 1, 2012factForm ADV
→ AUSTIN ASSETRegistered adviserregistration: previous registration
Nov 15, 2010 to Jan 3, 2012factForm ADV

Dated events

No dated event names this entity yet.