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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-25 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-23 |
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