ROBERTSON STEPHENS WEALTH MANAGEMENT - History of Changes


DateDescription
2025-04-21 insert ceo Raj Bhattacharyya
2025-04-21 insert general_emails in..@rscapital.com
2025-04-21 insert otherexecutives Raj Bhattacharyya
2025-04-21 insert vp Anne Robertson
2025-04-21 insert vp Annelise Bovet
2025-04-21 insert vp Ron Lerner
2025-04-21 insert address 455 Market Street Suite 1450 San Francisco, CA 94105
2025-04-21 insert alias Robertson Stephens
2025-04-21 insert alias Robertson Stephens Wealth Management, LLC
2025-04-21 insert alias collaboration
2025-04-21 insert associated_investor Brown Brothers Harriman & Co.
2025-04-21 insert email in..@rscapital.com
2025-04-21 insert index_pages_linkeddomain addepar.com
2025-04-21 insert index_pages_linkeddomain emaplan.com
2025-04-21 insert index_pages_linkeddomain facebook.com
2025-04-21 insert index_pages_linkeddomain instagram.com
2025-04-21 insert index_pages_linkeddomain linkedin.com
2025-04-21 insert index_pages_linkeddomain twitter.com
2025-04-21 insert person Anne Robertson
2025-04-21 insert person Annelise Bovet
2025-04-21 insert person Raj Bhattacharyya
2025-04-21 insert person Ron Lerner
2025-04-21 insert phone (415) 500-6810
2025-04-21 update founded_year null => 2016
2025-04-21 update primary_contact null => 455 Market Street Suite 1450 San Francisco, CA 94105
2025-04-21 update website_status IndexPageFetchError => OK
2025-02-02 update website_status OK => IndexPageFetchError
2024-12-02 update website_status IndexPageFetchError => OK
2022-11-03 update website_status OK => IndexPageFetchError
2022-08-04 delete address 100 Fillmore Street, Suite 500 Denver, CO 80206
2022-05-30 insert address 124 S. Monroe St. Denver, CO 80209
2022-03-29 delete ceo Raj Bhattacharyya
2022-03-29 delete managingdirector Steve Devejian
2022-03-29 delete otherexecutives Raj Bhattacharyya
2022-03-29 delete person Raj Bhattacharyya
2022-03-29 delete person Steve Devejian
2022-03-29 insert address Menlo Park, CA 1550 El Camino Real Suite 250 Menlo Park, CA 94025
2022-02-09 insert ceo Raj Bhattacharyya
2022-02-09 insert managingdirector Karen McClintock
2022-02-09 insert managingdirector Keith Larkin
2022-02-09 insert managingdirector Moira Amado-McCoy
2022-02-09 insert otherexecutives Raj Bhattacharyya
2022-02-09 insert vp Yvette Clark
2022-02-09 delete address 101 Crawfords Corner Rd Suite 1-104R Holmdel, NJ 07733
2022-02-09 delete address 3800 North Lamar Blvd. Suite 200 Austin, TX 78756
2022-02-09 delete address 551 Fifth Avenue Suite 2510 New York NY 10176
2022-02-09 insert address 101 Crawfords Corner Rd Suite 1-127 Holmdel, NJ 07733
2022-02-09 insert address 2455 Bennett Valley Road Suite B115 Santa Rosa, CA 95404
2022-02-09 insert address 251 S. Lake Avenue Suite 800 Pasadena, CA 91101
2022-02-09 insert address 810 7th Avenue Suite 615 New York NY 10019
2022-02-09 insert address PO Box 893 Medina, WA 98039
2022-02-09 insert person Karen McClintock
2022-02-09 insert person Keith Larkin
2022-02-09 insert person Moira Amado-McCoy
2022-02-09 insert person Raj Bhattacharyya
2022-02-09 insert person Yvette Clark
2021-09-24 delete address 455 Market Street, Suite 500 San Francisco, CA 94105
2021-09-24 insert address 1101 W. River Street, Suite 360 Boise, ID 83702
2021-04-07 update website_status InternalTimeout => OK
2021-04-07 delete source_ip 104.27.132.7
2021-04-07 delete source_ip 104.27.133.7
2021-04-07 insert source_ip 104.21.62.78
2020-10-08 update website_status OK => InternalTimeout
2020-06-23 delete person Dylan Stout
2020-06-23 insert source_ip 172.67.221.206
2020-03-24 delete source_ip 104.196.111.249
2020-03-24 insert source_ip 104.27.132.7
2020-03-24 insert source_ip 104.27.133.7
2020-02-22 delete person Allyson Randall
2020-01-21 delete managingdirector E. Philip Cannon
2020-01-21 delete managingdirector Ron Lerner
2020-01-21 insert evp Brett Harmeling
2020-01-21 insert vp Brett Harmeling
2020-01-21 delete person E. Philip Cannon
2020-01-21 delete person Gul Yanmaz-Karsligil
2020-01-21 delete person Randy Twaddle
2020-01-21 insert email bd..@collaboration.capital
2020-01-21 insert email bh..@collaboration.capital
2020-01-21 insert person Billy Desai
2020-01-21 insert person Brett Harmeling
2020-01-21 update person_title Ron Lerner: Managing Director => Senior Advisor
2019-06-23 delete person Katherine Booth
2019-06-23 insert person Gul Yanmaz-Karsligil
2019-02-12 delete person Teresa Perez
2019-01-09 delete person Susie Bowen
2019-01-09 insert person Allyson Randall
2018-11-30 delete person Brand Steward
2018-11-30 insert phone 346 319 4783
2018-08-16 insert person Susie Bowen
2018-06-30 delete otherexecutives Gary Fitzgerald
2018-06-30 delete source_ip 50.87.191.85
2018-06-30 insert person Teresa Perez
2018-06-30 insert source_ip 104.196.111.249
2018-06-30 update person_title Gary Fitzgerald: Chief Operating Officer; Chief Operating Officer and Chief Compiance Officer; Chief Compliance Officer => Chief Operating Officer; Chief Compliance Officer
2018-05-20 update person_description Katherine Booth => Katherine Booth
2018-05-20 update person_title Gary Fitzgerald: Chief Operating Officer; Chief Compliance Officer => Chief Operating Officer; Chief Operating Officer and Chief Compiance Officer; Chief Compliance Officer
2018-03-31 insert person Brand Steward
2018-03-31 insert person John Skavlem
2018-03-31 update description
2018-03-31 update person_description Katherine Booth => Katherine Booth
2018-03-31 update person_description Ron Lerner => Ron Lerner
2018-02-10 delete otherexecutives Daniel Milnor
2018-02-10 delete person Daniel Milnor
2018-02-10 insert person Katherine Booth
2017-12-28 delete index_pages_linkeddomain vimeo.com
2017-11-16 update website_status Disallowed => OK
2017-11-16 delete associated_investor Bessemer Venture Partners
2017-11-16 delete index_pages_linkeddomain bloomberg.com
2017-11-16 delete index_pages_linkeddomain fa-mag.com
2017-11-16 delete index_pages_linkeddomain jpmorgan.com
2017-11-16 delete index_pages_linkeddomain pimco.com
2017-11-16 delete index_pages_linkeddomain sustainablebrands.com
2017-11-16 delete index_pages_linkeddomain youtube.com
2017-11-16 insert address 3131 Eastside St., Suite 105, Houston, TX 77098
2017-11-16 insert index_pages_linkeddomain vimeo.com
2017-11-16 update primary_contact null => 3131 Eastside St., Suite 105, Houston, TX 77098
2017-11-16 update robots_txt_status collaboration.capital: 404 => 200
2017-11-16 update robots_txt_status www.collaboration.capital: 404 => 200
2017-09-12 update website_status FlippedRobots => Disallowed
2017-08-21 update website_status OK => FlippedRobots