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Account
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245 Fifth Avenue 21St Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-05-14 |
| HI | RA | APPROVED | 2024-04-08 |
| MA | RA | APPROVED | 2024-03-05 |
| AK | RA | APPROVED | 2024-02-08 |
| AR | RA | APPROVED | 2024-02-01 |
| DE | RA | APPROVED | 2024-02-01 |
| PR | RA | APPROVED | 2024-01-30 |
| WY | RA | APPROVED | 2024-01-29 |
| WV | RA | APPROVED | 2024-01-26 |
| VI | RA | APPROVED | 2024-01-25 |
| KY | RA | APPROVED | 2024-01-24 |
| FL | RA | APPROVED | 2024-01-23 |
| MI | RA | APPROVED | 2024-01-23 |
| MS | RA | APPROVED | 2024-01-23 |
| MO | RA | APPROVED | 2024-01-23 |
| NH | RA | APPROVED | 2024-01-23 |
| NM | RA | APPROVED | 2024-01-23 |
| ND | RA | APPROVED | 2024-01-23 |
| OK | RA | APPROVED | 2024-01-23 |
| CT | RA | APPROVED | 2024-01-22 |
| ID | RA | APPROVED | 2024-01-22 |
| IA | RA | APPROVED | 2024-01-22 |
| LA | RA | APPROVED | 2024-01-22 |
| MT | RA | APPROVED | 2024-01-22 |
| PA | RA | APPROVED | 2024-01-22 |
| RI | RA | APPROVED | 2024-01-22 |
| SC | RA | APPROVED | 2024-01-22 |
| WI | RA | APPROVED | 2024-01-22 |
| AL | RA | APPROVED | 2024-01-19 |
| KS | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| NE | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2024-01-19 |
| OR | RA | APPROVED | 2024-01-19 |
| SD | RA | APPROVED | 2024-01-19 |
| UT | RA | APPROVED | 2024-01-19 |
| VT | RA | APPROVED | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-09 |
| AZ | RA | APPROVED | 2023-12-19 |
| NJ | RA | APPROVED | 2023-06-21 |
| NV | RA | APPROVED | 2023-06-20 |
| MD | RA | APPROVED | 2023-06-16 |
| NC | RA | APPROVED | 2023-06-15 |
| CA | RA | APPROVED | 2023-06-14 |
| CO | RA | APPROVED | 2023-06-14 |
| IL | RA | APPROVED | 2023-06-14 |
| TX | RA | APPROVED_RES | 2023-06-14 |
| NY | RA | APPROVED | 2023-01-19 |
Branch Locations
245 Fifth Avenue 21St Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iconiq Capital | San Francisco | CA | 12/2015 | 05/2017 |
| Mainstreet Advisors/Fifth Third Bank | Chicago | IL | 06/2019 | 11/2022 |
| Depaul University | Chicago | IL | 01/2018 | 06/2019 |
| El Camino Lodging | Santa Clara | CA | 06/2017 | 01/2018 |
| Yieldstreet | New York | NY | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-01 |
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