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Lily Yee Poy

Iconic Wealth Management

Fairfax, VA

Alexandria, VA

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Current Employers
Iconic Wealth Management

217 N Royal St, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-12-13
  • VA RA
    APPROVED
    Since 2017-12-13

Branch Locations

Fairfax, VA • United States

217 N Royal St, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Omnia Vincet Capital Management, Llp Vienna VA 03/2013 12/2017
Iconic Wealth Management Llc Alexandria VA 12/2017 Present
  • 03/2013 → 12/2017
    Omnia Vincet Capital Management, Llp
    Vienna, VA
  • 12/2017 → Present
    Iconic Wealth Management Llc
    Alexandria, VA
Previous Registrations
  • 2013-05-16 → 2017-12-08
    Ov Capital
    Alexandria, VA
  • 2008-12-12 → 2009-02-09
    Equitable Advisors, Llc
    Falls Church, VA
  • 2007-07-25 → 2008-11-06
    Robert W. Baird & Co. Incorporated
    Reston, VA
  • 2005-10-24 → 2007-08-02
    Ferris, Baker Watts, Llc
    Reston, VA
    Reston, VA
  • 2004-06-23 → 2004-09-27
    Ferris, Baker Watts, Llc
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-17
  • S66 Uniform Combined State Law Examination
    2004-06-17
Designations
Other Names
  • Lily Y. Poy

View on SEC IAPD

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