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447 Battery Street Suite 200, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
447 Battery Street Suite 200, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2014 | 09/2017 |
| Sepio Capital, Llc | San Francisco | CA | 09/2017 | 11/2019 |
| Jordan Park Group Llc | San Francisco | CA | 11/2019 | 03/2024 |
| Iconiq Capital | San Francisco | CA | 03/2024 | 07/2025 |
| Verita Strategic Wealth Partners | San Francisco | CA | 07/2025 | Present |
Autumn J. Anderson; Non Investment-Related; Pittsburg, CA; Law; Lawyer; 9/2021; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-25 |
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
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