Best Investors Account Sign in
Inactive

Mark Alan Poelma

Iconiq Capital, LLC

San Francisco, CA

Claim This Profile
Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-04-13
  • CA RA
    APP_PEND_IARCE
    Since 2026-04-13

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • 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
Fidelity Brokerage Services, Llc Salt Lake City UT 02/2012 02/2019
Epiq Capital Group San Francisco CA 02/2019 02/2025
Ieq Capital, Llc San Francisco CA 02/2025 10/2025
Iconiq Capital San Francisco CA 11/2025 Present
  • 02/2012 → 02/2019
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 02/2019 → 02/2025
    Epiq Capital Group
    San Francisco, CA
  • 02/2025 → 10/2025
    Ieq Capital, Llc
    San Francisco, CA
  • 11/2025 → Present
    Iconiq Capital
    San Francisco, CA
Previous Registrations
  • 2025-02-28 → 2026-06-09
    Ieq Capital, Llc
    Reno, NV
  • 2019-02-20 → 2025-02-28
    Epiq Capital Group, Llc
    San Francisco, CA
    Reno, NV
  • 2015-09-04 → 2018-05-25
    Strategic Advisers Llc
    Reno, NV
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-09
S63 Uniform Securities Agent State Law Examination 2012-05-25
  • S66 Uniform Combined State Law Examination
    2015-01-09
  • S63 Uniform Securities Agent State Law Examination
    2012-05-25
Designations

View on SEC IAPD

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor