Shaun Skeris

Current Employers

Employment History

• 06/2015 → 01/2018
  City National Bank
  Irvine, CA
• 01/2018 → 10/2019
  Umpqua Investments
  Irvine, CA
• 01/2018 → 10/2019
  Umpqua Bank
  Los Angeles, CA
• 10/2019 → 11/2022
  Bny Mellon
  Newport Beach, CA
• 11/2022 → 09/2023
  Ieq Capital, Llc
  Newport Beach, CA
• 09/2023 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Previous Registrations

• 2022-12-07 → 2023-07-26
  Ieq Capital, Llc
  Newport Beach, CA
• 2018-02-02 → 2019-10-04
  Steward Partners Investment Solutions, Llc
  Irvine, CA
• 2015-11-03 → 2018-01-23
  Rbc Securities, Inc
  Irvine, CA
  Los Angeles, CA
  Irvine, CA
  Los Angeles, CA
  Los Angeles, CA
• 2010-05-03 → 2012-11-05
  Anfield Capital Management Limited Liability Company
  Newport Beach, CA
• 2009-06-01 → 2010-04-05
  Morgan Stanley
  San Diego, CA
• 2009-05-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Diego, CA
• 2007-07-26 → 2009-03-05
  Credit Suisse Securities (Usa) Llc
  Los Angeles, CA
  New York, NY
  New York, NY
  Irvine, CA
  Los Angeles, CA

Other Businesses

CRESCENT ROAD PRODUCTIONS, LLC, NOT INVT RELATED, HOBOKEN, NJ, 50% OWNERSHIP, START DATE 6/1/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, INVESTOR IN BOARDWAY PRODUCTION.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-24
• S63 Uniform Securities Agent State Law Examination
  2002-07-22

Designations

Other Names

• Shaun Michael Skeris
• Shaun Skeris