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Workflow Pipeline Board

Track, review, and manage agents across all 5 workflow pipeline stages.

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54 Total Agents
48 Active Agents
04
Expiring Licensure
02 Pending Compliance
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Pending

3
Julian Sterling

Julian Sterling

Lic. #RE-8821045

j.sterling@iconandco.com

Exp: Dec 2027
Awaiting State Board
CB

Charles Beaumont

Lic. #RE-1194208

c.beaumont@iconandco.com

Exp: Oct 2026
ID Verification
Madeleine Croft

Madeleine Croft

Lic. #RE-9081274

m.croft@iconandco.com

Exp: Jan 2026
Pending W9

In Progress

6
Camilla Davenport

Camilla Davenport

Lic. #RE-7654129

c.davenport@iconandco.com

Exp: Apr 2025
Renewal Due
Sophia Montgomery

Sophia Montgomery

Lic. #RE-6523991

s.montgomery@iconandco.com

Exp: May 2025
CE Submission
HV

Harrison Vane

Lic. #RE-3382109

h.vane@iconandco.com

Exp: Jun 2026
E&O Audit

For Approval

2
Marcus Holloway

Marcus Holloway

Lic. #RE-9412038

m.holloway@iconandco.com

Exp: Jan 2027
Broker Sign-off
VL

Vivienne Leclerc

Lic. #RE-8291044

v.leclerc@iconandco.com

Exp: Mar 2027
Managing Broker

Completed

14
Eleanor Vance

Eleanor Vance

Lic. #RE-9082341

e.vance@iconandco.com

Exp: Nov 2026
Up to date
RT

Richard Thorne

Lic. #RE-5519203

r.thorne@iconandco.com

Exp: Aug 2027
Up to date
CP

Claire Pemberton

Lic. #RE-7102944

c.pemberton@iconandco.com

Exp: May 2028
Up to date

Collapsed

5
Alistair Finch

Alistair Finch

Lic. #RE-4491028

a.finch@iconandco.com

Exp: Feb 2025
Inactive
DR

Derek Ross

Lic. #RE-1102934

d.ross@iconandco.com

Exp: Dec 2024
Archived
Displaying 25 of 54 total broker advisors across 5 workflow stages
Up to date
Renewal Due
Verification Pending
Broker Action