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Inactive

Alexander Harris Webb

Ieq Capital, LLC

Foster City, CA

Los Angeles, 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 2022-10-14
  • CA RA
    APPROVED
    Since 2022-10-14

Branch Locations

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

11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • 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
Dimensional Fund Advisors Santa Monica CA 01/2020 05/2022
Pfi Advisors Hermosa Beach CA 06/2018 11/2019
Mai Capital Management Cleveland OH 06/2017 08/2017
Brick Street Bar & Grill Oxford OH 02/2017 04/2018
Miami University Oxford OH 08/2014 05/2018
Ieq Capital Los Angeles CA 06/2022 Present
  • 01/2020 → 05/2022
    Dimensional Fund Advisors
    Santa Monica, CA
  • 06/2018 → 11/2019
    Pfi Advisors
    Hermosa Beach, CA
  • 06/2017 → 08/2017
    Mai Capital Management
    Cleveland, OH
  • 02/2017 → 04/2018
    Brick Street Bar & Grill
    Oxford, OH
  • 08/2014 → 05/2018
    Miami University
    Oxford, OH
  • 06/2022 → Present
    Ieq Capital
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-14
S63 Uniform Securities Agent State Law Examination 2020-07-31
  • S65 Uniform Investment Adviser Law Examination
    2022-10-14
  • S63 Uniform Securities Agent State Law Examination
    2020-07-31

View on SEC IAPD

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SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

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

More in Foster City, CA

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