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Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-04
  • CA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2015 → 06/2019
    Roosevelt High School
    Seattle, WA
  • 06/2017 → 08/2017
    Pedalheads
    Seattle, WA
  • 06/2018 → 09/2021
    Laurelhurst Beach Club
    Seattle, WA
  • 12/2019 → 12/2019
    Rpi Print
    Seattle, WA
  • 09/2019 → 06/2023
    California Polytechnic State University
    San Luis Obispo, CA
  • 06/2021 → 08/2021
    W.G. Clark Construction
    Seattle, WA
  • 06/2022 → 09/2022
    Clinch Northwest
    Seattle, WA
  • 06/2023 → 05/2026
    Fidelity Investments
    Bellevue, WA
  • 06/2019 → 09/2021
    Postmates
    Seattle, WA
  • 06/2018 → 09/2021
    Doordash
    Seattle, WA
  • 03/2025 → 05/2026
    Fidelity Investments
    Boston, MA
  • 06/2026 → Present
    Iconiq Capital
    New York, NY
Previous Registrations
  • 2025-03-31 → 2026-05-28
    Bellevue, WA
    Seattle, WA
    Seattle, WA
    Boston, MA
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
S63 Uniform Securities Agent State Law Examination 2024-01-25
  • S66 Uniform Combined State Law Examination
    2024-12-20
  • S63 Uniform Securities Agent State Law Examination
    2024-01-25

View on SEC IAPD

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