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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-05 |
Branch Locations
50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
15 East 26Th Street Suite 602, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iconiq Capital | New York | NY | 07/2024 | Present |
| N/A | Wellesley | MA | 08/2023 | 07/2024 |
| Citibank | New York | NY | 06/2023 | 08/2023 |
| N/A | Oxford | 08/2022 | 06/2023 | |
| Deloitte | Toronto | 05/2022 | 08/2022 | |
| N/A | Wellesley | MA | 08/2021 | 05/2022 |
| Accenture | Wellesley | MA | 06/2021 | 08/2021 |
| Unemployed | Toronto | 01/2014 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
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