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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | San Francisco | CA | 08/2021 | 08/2023 |
| Rbc Wealth Management | Walnut Creek | CA | 06/2020 | 10/2020 |
| Unemployed | Walnut Creek | CA | 01/2010 | 06/2020 |
| Unemployed | Walnut Creek | CA | 10/2020 | 08/2021 |
| Epiq Capital Group, Llc | San Francisco | CA | 08/2023 | 02/2025 |
| Ieq Capital, Llc | San Francisco | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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