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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 2024-11-25
  • CA RA
    APPROVED
    Since 2024-11-25

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
Cygnus Equity Shanghai 07/2021 08/2021
First Bridge Ventures Paris 05/2022 07/2022
Bofa Securities New York NY 06/2023 08/2023
Evcard Shanghai 07/2018 08/2018
Winchester College - Full-Time Education Winchester 09/2016 06/2019
Vanderbilt University - Full Time Education Nashville TN 09/2020 06/2021
Brown University - Full-Time Education Providence RI 09/2021 06/2024
Iconiq Capital San Francisco CA 07/2024 Present
Gap Year In China Shanghai 06/2019 09/2020
  • 07/2021 → 08/2021
    Cygnus Equity
    Shanghai
  • 05/2022 → 07/2022
    First Bridge Ventures
    Paris
  • 06/2023 → 08/2023
    Bofa Securities
    New York, NY
  • 07/2018 → 08/2018
    Evcard
    Shanghai
  • 09/2016 → 06/2019
    Winchester College - Full-Time Education
    Winchester
  • 09/2020 → 06/2021
    Vanderbilt University - Full Time Education
    Nashville, TN
  • 09/2021 → 06/2024
    Brown University - Full-Time Education
    Providence, RI
  • 07/2024 → Present
    Iconiq Capital
    San Francisco, CA
  • 06/2019 → 09/2020
    Gap Year In China
    Shanghai
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-11-23

View on SEC IAPD

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