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Megan Janiece Herrin

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 2024-07-22
  • CA RA
    APPROVED
    Since 2024-07-22

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
Ieq Capital Foster City CA 02/2024 Present
Svb Private San Francisco CA 04/2021 02/2024
Althelas Mountain View CA 11/2020 04/2021
Goldman Sachs Salt Lake City UT 07/2018 10/2020
Brigham Young University Provo UT 08/2014 05/2017
Au Pair Nice 08/2017 07/2018
Sundance Sundance UT 05/2017 08/2018
  • 02/2024 → Present
    Ieq Capital
    Foster City, CA
  • 04/2021 → 02/2024
    Svb Private
    San Francisco, CA
  • 11/2020 → 04/2021
    Althelas
    Mountain View, CA
  • 07/2018 → 10/2020
    Goldman Sachs
    Salt Lake City, UT
  • 08/2014 → 05/2017
    Brigham Young University
    Provo, UT
  • 08/2017 → 07/2018
    Au Pair
    Nice
  • 05/2017 → 08/2018
    Sundance
    Sundance, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-22
  • S65 Uniform Investment Adviser Law Examination
    2024-07-22
Other Names
  • Megan Herrin

View on SEC IAPD

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SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
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Tom Gai
Jia Hui Wei
Xiaoyan Zhou
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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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