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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
360 Park Avenue S 20Th Floor, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High School Student | Wolfeboro | NH | 09/2016 | 05/2020 |
| College Student | Durham | NH | 08/2020 | 05/2024 |
| University Of New Hampshire Recreation Department | Lee | NH | 06/2018 | 08/2018 |
| University Of New Hampshire Recreation Department | Lee | NH | 06/2019 | 08/2019 |
| Surf Portsmouth | Portsmouth | NH | 06/2020 | 07/2024 |
| Jordan Park Group | Portsmouth | NH | 06/2023 | 08/2023 |
| Jordan Park Group | San Francisco | CA | 07/2024 | 09/2025 |
| Unemployed | Portsmouth | NH | 09/2025 | 10/2025 |
| Iconiq Capital | New York City | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
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