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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-27 |
| NC | RA | APPROVED | 2026-01-23 |
| FL | RA | APPROVED | 2024-07-20 |
| CA | RA | APPROVED | 2024-06-21 |
| IL | RA | APPROVED | 2024-06-21 |
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 |
|---|---|---|---|---|
| J.P.MOrgan Securities Llc | Chicago | IL | 07/2015 | 07/2017 |
| Bank Of Montreal | Chicago | IL | 07/2017 | 02/2019 |
| Cresset Asset Mangement, Llc | Chicago | IL | 02/2019 | 08/2022 |
| Camden Capital, Llc | Chicago | IL | 08/2022 | 06/2024 |
| Ieq Capital, Llc | Foster City | CA | 06/2024 | Present |
Entity Name: Chicago Basketball Club, LLC. Investment related: No Address: 901 N Hoyne Ave Chicago IL 60622 Nature of the other business: Sports Coaching. Position/Title/Relationship: Founder, Owner Start Date: 1-1-2015 Approximate # of hours a month: 1-5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Coaching basketball.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-22 |
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