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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2020 | 07/2022 |
| University Of Richmond | Richmond | VA | 08/2016 | 05/2020 |
| Point72 Asset Management | New York | NY | 06/2019 | 08/2019 |
| Bank Of America N.A. | New York | NY | 10/2020 | 07/2022 |
| Iconiq Capital | San Francisco | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-03 |
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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