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Douglas Poetzsch

Ieq Capital, LLC

Foster City, CA

Atlanta, GA

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Current Employers
Ieq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-05
NJ RA APPROVED 2025-04-03
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
GA RA APPROVED 2024-02-26
CA RA APPROVED 2024-02-23
  • FL RA
    APPROVED
    Since 2026-02-05
  • NJ RA
    APPROVED
    Since 2025-04-03
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • GA RA
    APPROVED
    Since 2024-02-26
  • CA RA
    APPROVED
    Since 2024-02-23

Branch Locations

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

3198 Cains Hill Place Nw Floor 2, Atlanta, GA 30305 • 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
Citi Private Bank New York NY 06/2013 02/2024
Ieq Capital, Llc Atlanta GA 02/2024 Present
  • 06/2013 → 02/2024
    Citi Private Bank
    New York, NY
  • 02/2024 → Present
    Ieq Capital, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-04
S63 Uniform Securities Agent State Law Examination 2013-08-08
  • S66 Uniform Combined State Law Examination
    2017-04-04
  • S63 Uniform Securities Agent State Law Examination
    2013-08-08
Other Names
  • Douglas Poetzsch Jr
  • Douglas Poetzsch

View on SEC IAPD

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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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