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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 06/2019 | 10/2020 |
| Acscensus Investment Services | Tucson | AZ | 06/2018 | 05/2019 |
| Banque De France | Paris | 09/2017 | 12/2017 | |
| Fraternity Management Group | Tucson | AZ | 01/2017 | 03/2019 |
| University Of Arizona | Tucson | AZ | 08/2016 | 05/2017 |
| North Point | San Francisco | CA | 10/2020 | 06/2025 |
| Iconiq Capital, Llc | San Francisco | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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