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RIA / WealthAdvisor11 years in industry

AUTUMN JOY ANDERSON

Advisor at VERITA STRATEGIC WEALTH PARTNERS, LLC

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:44ea27e9-78a3-7bbd-166b-8f83cf2ba1cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 25, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERITA STRATEGIC WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Jun 20, 2016
First registration: Jun 25, 2018
Dual registered: no
Other names: AUTUMN ANDERSON
IAPD individual key: 6420058

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERITA STRATEGIC WEALTH PARTNERS, LLC	Independent wealth	Jan 1, 2026	n/a	yes	SAN FRANCISCO, CA	Current employment
ICONIQ CAPITAL, LLC	Asset manager	Jun 17, 2024	Jun 24, 2025	no	SAN FRANCISCO, CA	Previous registration
JORDAN PARK GROUP LLC	Independent wealth	Nov 7, 2019	Apr 1, 2024	no	SAN FRANCISCO, CA	Previous registration
SEPIO CAPITAL, LP	Independent wealth	Jun 25, 2018	Oct 30, 2019	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ICONIQ CAPITAL, LLC	VERITA STRATEGIC WEALTH PARTNERS, LLC	Jun 24, 2025	Jan 1, 2026	191	Firm change	Other
JORDAN PARK GROUP LLC	ICONIQ CAPITAL, LLC	Apr 1, 2024	Jun 17, 2024	77	Firm change	Other
SEPIO CAPITAL, LP	JORDAN PARK GROUP LLC	Oct 30, 2019	Nov 7, 2019	8	Firm change	RIA to RIA

Relationships

Registered with (4)

→ VERITA STRATEGIC WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ ICONIQ CAPITAL, LLCRegistered adviserregistration: previous registration
Jun 17, 2024 to Jun 24, 2025factForm ADV
→ JORDAN PARK GROUP LLCRegistered adviserregistration: previous registration
Nov 7, 2019 to Apr 1, 2024factForm ADV
→ SEPIO CAPITAL, LPRegistered adviserregistration: previous registration
Jun 25, 2018 to Oct 30, 2019factForm ADV

Dated events

Occurred
Jun 24, 2025
Advisor changed firm
Autumn Joy Anderson left Iconiq Capital, Llc for Verita Strategic Wealth Partners, Llc (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2024
Advisor changed firm
Autumn Joy Anderson left Jordan Park Group Llc for Iconiq Capital, Llc (registered 2024-06-17)
Form ADVobserved 4 days ago