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1881 Page Mill Rd., Suite #236, Palo Alto, CA 94304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
1881 Page Mill Rd., Suite #236, Palo Alto, CA 94304 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oceaniq Capital, Llc | San Francisco | CA | 01/2014 | Present |
| Oceaniq Partners Llc | Redwood City | CA | 02/2015 | Present |
| Forest Vc, Llc | Redwood City | CA | 02/2020 | Present |
| Wisdomont Asset Management | Redwood City | CA | 10/2018 | Present |
| Oceaniq Group, Llc | Redwood City | CA | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-23 |
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