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Kevin Thomas Burt

Ieq Capital, LLC

Foster City, CA

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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-01-20
  • CA RA
    APPROVED
    Since 2021-01-20

Branch Locations

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Securities Company Llc San Francisco CA 01/2016 05/2019
First Republic Investment Management San Francisco CA 01/2016 05/2019
Ieq Capital, Llc Foster City CA 01/2021 Present
Professional Traveler Los Angeles CA 06/2019 01/2021
  • 01/2016 → 05/2019
    First Republic Securities Company Llc
    San Francisco, CA
  • 01/2016 → 05/2019
    First Republic Investment Management
    San Francisco, CA
  • 01/2021 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 06/2019 → 01/2021
    Professional Traveler
    Los Angeles, CA
Previous Registrations
  • 2016-01-07 → 2019-06-04
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
    Palo Alto, CA
  • 2014-10-23 → 2016-02-02
    Credit Suisse Securities (Usa) Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-05
S63 Uniform Securities Agent State Law Examination 2013-02-26
  • S66 Uniform Combined State Law Examination
    2014-07-05
  • S63 Uniform Securities Agent State Law Examination
    2013-02-26
Designations

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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