MARK ALAN POELMA is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with ICONIQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ICONIQ CAPITAL, LLC | 2026-04-13 | present | Yes |
| IEQ CAPITAL, LLC | 2025-02-28 | 2026-06-09 | — |
| EPIQ CAPITAL GROUP, LLC | 2019-02-20 | 2025-02-28 | — |
| STRATEGIC ADVISERS LLC | 2015-09-04 | 2018-05-25 | — |