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Martinez Frances Anna

Iconiq Capital, LLC

San Francisco, CA

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Current Employers
Iconiq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

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
Unc Chapel Hill Chapel Hill NC 08/2016 05/2020
Morehead Planetarium And Science Center Chapel Hill NC 03/2017 05/2020
Broadtree Partners Atlanta GA 02/2019 06/2019
  • 08/2016 → 05/2020
    Unc Chapel Hill
    Chapel Hill, NC
  • 03/2017 → 05/2020
    Morehead Planetarium And Science Center
    Chapel Hill, NC
  • 02/2019 → 06/2019
    Broadtree Partners
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-11
  • S65 Uniform Investment Adviser Law Examination
    2021-01-11

View on SEC IAPD

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RBC SECURITIES, INC · SAN FRANCISCO, CA
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