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4725 S Holladay Blvd Suite 130, Holladay, UT 84117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-05 |
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| UT | RA | APPROVED | 2021-05-12 |
| TX | RA | APPROVED_RES | 2020-07-16 |
Branch Locations
4725 S Holladay Blvd Suite 130, Holladay, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iconiq Capital | San Francisco | CA | 01/2016 | 12/2018 |
| Iconiq Capital | San Francisco | CA | 01/2019 | 08/2020 |
| Athos Private Wealth | Holladay | UT | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-13 |
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