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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-17 |
Branch Locations
50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
360 Park Avenue South 20Th Floor, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 01/2022 | 08/2022 |
| Alternative Capitalis Llc | Boston | MA | 07/2021 | 08/2021 |
| Clark Capital Management Group | Philadelphia | PA | 05/2021 | 07/2021 |
| Olympia Moving | Watertown | MA | 12/2020 | 01/2021 |
| Mahoney'S Garden Center | Winchester | MA | 06/2020 | 08/2020 |
| Ymca Camp Belknap | Mirror Lake | NH | 06/2018 | 06/2020 |
| Villanova University | Villanova | PA | 08/2018 | 12/2021 |
| Villanova University | Villanova | PA | 01/2020 | 01/2021 |
| Unemployed | Arlington | MA | 04/2012 | 06/2018 |
| Door Dash | Bryn Mawr | PA | 06/2021 | 12/2021 |
| Jpmorgan Chase Bank Na | Boston | MA | 09/2022 | 02/2026 |
| Jpmorgan Securities Llc | Boston | MA | 09/2022 | 02/2026 |
| Villanova University | Villanova | PA | 08/2018 | 02/2019 |
| Iconiq Capital, Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
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