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Advisor at BBR PARTNERS, LLC
San Francisco, CA | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| BBR PARTNERS, LLC | Independent wealth | Mar 25, 2026 | n/a | yes | San Francisco, CA|NEW YORK, NY|San Francisco, CA | Current employment |
| ICONIQ CAPITAL, LLC | Asset manager | Feb 7, 2024 | Jul 8, 2024 | no | SAN FRANCISCO, CA | Previous registration |
| IEQ CAPITAL, LLC | Independent wealth | Apr 4, 2022 | Jan 8, 2024 | no | FOSTER CITY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ICONIQ CAPITAL, LLC | BBR PARTNERS, LLC | Jul 8, 2024 | Mar 25, 2026 | 625 | Firm change after gap | Other |
| IEQ CAPITAL, LLC | ICONIQ CAPITAL, LLC | Jan 8, 2024 | Feb 7, 2024 | 30 | Firm change | Other |