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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-18 |
Branch Locations
15 East 26Th Street Suite 602, New York, NY 10010 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 07/2022 | 06/2024 |
| Full Time Student | Downingtown | PA | 01/2012 | 07/2022 |
| Iconiq Capital | New York | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
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