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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Us Wealth Boston | Braintree | MA | 05/2017 | 08/2017 |
| Wake Forest University | Winston-Salem | NC | 09/2015 | 05/2019 |
| Boyle Consulting Group | Radnor | PA | 09/2018 | 08/2019 |
| Ballentine Partners Llc | Waltham | MA | 06/2019 | 06/2021 |
| Iconiq Capital, Llc | San Francisco | CA | 07/2021 | 03/2024 |
| Charles River Recreation Inc | Newton | MA | 06/2025 | 10/2025 |
| Full Time Travel | Newton | MA | 03/2024 | 06/2025 |
| Unemployed | Newton | MA | 10/2025 | 02/2026 |
| Iconiq Capital Llc | New York City | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
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