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Katherine Tallett

Ieq Capital, LLC

Dallas, TX

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Current Employers
Ieq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-28
  • TX RA
    APPROVED
    Since 2025-02-28

Branch Locations

3131 Mckinney Ave, Dallas, TX 75204 • 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
Fisher Investments Plano TX 06/2021 04/2022
Epiq Capital Group Dallas TX 04/2022 02/2025
Vision Financial Group Des Moines IA 09/2020 05/2021
Toilet Board Coalition Geneva 02/2020 05/2020
World Food Prize Foundation Des Moines IA 01/2019 01/2020
Progress Consulting Liege 05/2019 08/2019
Drake University Des Moines IA 08/2017 05/2021
Xavier High School Cedar Rapids IA 08/2013 05/2017
Ieq Capital, Llc San Francisco CA 02/2025 Present
  • 06/2021 → 04/2022
    Fisher Investments
    Plano, TX
  • 04/2022 → 02/2025
    Epiq Capital Group
    Dallas, TX
  • 09/2020 → 05/2021
    Vision Financial Group
    Des Moines, IA
  • 02/2020 → 05/2020
    Toilet Board Coalition
    Geneva
  • 01/2019 → 01/2020
    World Food Prize Foundation
    Des Moines, IA
  • 05/2019 → 08/2019
    Progress Consulting
    Liege
  • 08/2017 → 05/2021
    Drake University
    Des Moines, IA
  • 08/2013 → 05/2017
    Xavier High School
    Cedar Rapids, IA
  • 02/2025 → Present
    Ieq Capital, Llc
    San Francisco, CA
Previous Registrations
  • 2022-09-20 → 2025-02-28
    Epiq Capital Group, Llc
    San Francisco, CA
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-20
  • S65 Uniform Investment Adviser Law Examination
    2022-09-20

View on SEC IAPD

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