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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-23 |
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 |
|---|---|---|---|---|
| Mill Valley Middle School | Mill Valley | CA | 08/2015 | 08/2017 |
| Marin Academy High School | San Rafael | CA | 08/2017 | 08/2021 |
| University Of California, Santa Barbara | Isla Vista | CA | 08/2021 | 07/2025 |
| Stockx | Isla Vista | CA | 07/2023 | 09/2023 |
| Agilis Advisors Gmbh | Berlin | 07/2024 | 09/2024 | |
| Ieq Capital | Foster City | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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