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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-18 |
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 |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Boston | MA | 07/2018 | 10/2020 |
| J.P. Morgan & Company | New York | NY | 06/2017 | 08/2017 |
| Boston College - Massachusetts | Chestnut Hill | MA | 08/2014 | 05/2018 |
| Iconiq Capital, Llc | New York | NY | 08/2021 | Present |
| Unemployed | East Longmeadow | MA | 11/2020 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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