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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-04 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Criterion Capital Management | San Francisco | CA | 02/2012 | 12/2018 |
| Third Leaf Partners | San Francisco | CA | 01/2019 | 01/2023 |
| Unemployed | Carmel | CA | 01/2023 | 06/2023 |
| Ieq Capital, Llc | Foster City | CA | 07/2023 | Present |
Red Stitch Wine Group - Proprietor, not investment related. The business is a winery in Napa, CA. Started in 2009 and still ongoing. I spend 5 hours a month. Circle Systems - Start-up tech cybersecurity company, I am a director. I spend 1 hour a month on this business. It is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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