Best Investors Account Sign in
Inactive

Clark Alden Osborn

Iconiq Capital, LLC

San Francisco, CA

Claim This Profile
Current Employers
Iconiq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-01-15
  • CA RA
    APPROVED
    Since 2020-01-15

Branch Locations

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
Morgan Stanley Winston Salem NC 02/2017 06/2017
First Republic Bank Palo Alto CA 05/2018 08/2018
Wake Forest University Winston Salem NC 08/2016 05/2017
Wake Forest University Winston Salem NC 08/2017 05/2018
Wake Forest University Winston Salem NC 08/2018 05/2019
  • 02/2017 → 06/2017
    Morgan Stanley
    Winston Salem, NC
  • 05/2018 → 08/2018
    First Republic Bank
    Palo Alto, CA
  • 08/2016 → 05/2017
    Wake Forest University
    Winston Salem, NC
  • 08/2017 → 05/2018
    Wake Forest University
    Winston Salem, NC
  • 08/2018 → 05/2019
    Wake Forest University
    Winston Salem, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-15
  • S65 Uniform Investment Adviser Law Examination
    2020-01-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor