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Advisor at ICONIQ CAPITAL, LLC
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ICONIQ CAPITAL, LLC | Asset manager | Dec 1, 2011 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Dec 21, 2011 | no | San Francisco, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Dec 1, 2008 | Jun 1, 2009 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ICONIQ CAPITAL, LLC | Dec 21, 2011 | Dec 1, 2011 | -20 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |