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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
Branch Locations
360 Park Avenue South, 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 |
|---|---|---|---|---|
| Roosevelt High School | Seattle | WA | 09/2015 | 06/2019 |
| Pedalheads | Seattle | WA | 06/2017 | 08/2017 |
| Laurelhurst Beach Club | Seattle | WA | 06/2018 | 09/2021 |
| Rpi Print | Seattle | WA | 12/2019 | 12/2019 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2019 | 06/2023 |
| W.G. Clark Construction | Seattle | WA | 06/2021 | 08/2021 |
| Clinch Northwest | Seattle | WA | 06/2022 | 09/2022 |
| Fidelity Investments | Bellevue | WA | 06/2023 | 05/2026 |
| Postmates | Seattle | WA | 06/2019 | 09/2021 |
| Doordash | Seattle | WA | 06/2018 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Iconiq Capital | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-25 |
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