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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 01/2020 | 01/2021 |
| Tellson Securities | Irvine | CA | 12/2019 | 01/2020 |
| Dreams For Schools | Tustin | CA | 06/2018 | 09/2018 |
| University Of California, Irvine | Irvine | CA | 09/2015 | 08/2019 |
| Unemployed | Irvine | CA | 09/2019 | 11/2019 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 04/2025 |
| Iconiq Capital Llc | San Francisco | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-11 |
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