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Inactive

Zhixin Cheng

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 2023-12-06
TX RA APPROVED 2023-12-06
  • CA RA
    APPROVED
    Since 2023-12-06
  • TX RA
    APPROVED
    Since 2023-12-06

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
Citigroup San Francisco CA 09/2020 05/2021
Columbia University In The City Of New York New York NY 08/2019 08/2020
Abm Industries San Francsico CA 06/2018 06/2019
University Of The Pacific Stockton CA 08/2015 05/2018
Morgan Stanley Smith Barney Llc San Mateo CA 05/2022 10/2022
Morgan Stanley Private Bank, N.A. New York NY 11/2022 11/2023
Ieq Capital, Llc Foster City CA 11/2023 Present
Citigroup San Francisco CA 06/2021 05/2022
  • 09/2020 → 05/2021
    Citigroup
    San Francisco, CA
  • 08/2019 → 08/2020
    Columbia University In The City Of New York
    New York, NY
  • 06/2018 → 06/2019
    Abm Industries
    San Francsico, CA
  • 08/2015 → 05/2018
    University Of The Pacific
    Stockton, CA
  • 05/2022 → 10/2022
    Morgan Stanley Smith Barney Llc
    San Mateo, CA
  • 11/2022 → 11/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 11/2023 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 06/2021 → 05/2022
    Citigroup
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-11-21
S65 Uniform Investment Adviser Law Examination 2020-06-09
  • S63 Uniform Securities Agent State Law Examination
    2020-11-21
  • S65 Uniform Investment Adviser Law Examination
    2020-06-09
Other Names
  • Joyce Cheng

View on SEC IAPD

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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

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