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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
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 |
|---|---|---|---|---|
| Dynasty Wealth Management, Llc | New York | NY | 08/2015 | 03/2020 |
| First Republic Investment Management, Inc | San Francisco | CA | 04/2020 | 07/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 06/2023 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 04/2025 |
| Ieq Capital, Llc | Foster City | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 2014-10-10 |
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