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Advisor at FIDUCIARY COUNSELLING INC
ST PAUL, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIDUCIARY COUNSELLING INC | Independent wealth | Jul 20, 2026 | n/a | yes | ST PAUL, MN | Current employment |
| ICONIQ CAPITAL, LLC | Asset manager | Aug 8, 2018 | Oct 2, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| CURI CAPITAL, LLC | Independent wealth | Dec 22, 2016 | Mar 29, 2018 | no | Denver, CO|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ICONIQ CAPITAL, LLC | FIDUCIARY COUNSELLING INC | Oct 2, 2023 | Jul 20, 2026 | 1,022 | Firm change after gap | Other |
| CURI CAPITAL, LLC | ICONIQ CAPITAL, LLC | Mar 29, 2018 | Aug 8, 2018 | 132 | Firm change | RIA to RIA |