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50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-06 |
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 |
|---|---|---|---|---|
| Dartmouth College | Hanover | NH | 09/2016 | 06/2020 |
| Brown Advisory | Boston | MA | 07/2020 | 07/2021 |
| Brown Advisory | San Francisco | CA | 08/2021 | 04/2023 |
| Alegra Learning | Provo | UT | 12/2017 | 03/2018 |
| American Pet Nutrition | Ogden | UT | 06/2017 | 08/2017 |
| Brown Advisory | Boston | MA | 06/2019 | 08/2019 |
| Iconiq Capital | San Francisco | CA | 05/2023 | Present |
| The Church Of Jesus Christ Of Latter Day Saints | Fort Worth | TX | 07/2014 | 07/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-28 |
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