Best Investors Account Sign in
Inactive

Bennett Warren Canady

Ieq Capital, LLC

Foster City, CA

San Francisco, CA

Claim This Profile
Current Employers
Ieq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-17
  • CA RA
    APPROVED
    Since 2026-08-17

Branch Locations

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

525 Market Street, San Francisco, CA 94105 • 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
Three Fat Guys Wine Sonoma CA 05/2020 12/2020
Blue Atlas Marketplace Costa Mesa CA 04/2020 02/2021
Frasca Food And Wine Boulder CO 12/2019 02/2020
Dart Drones Park City UT 06/2018 07/2018
Coldwell Banker Realty San Francisco CA 06/2017 07/2017
Unknown San Francisco CA 08/2016 06/2017
University Of Colorado Boulder Boulder CO 09/2016 06/2020
Macquarie University Macquarie 02/2019 06/2019
University Of New Haven At Barcelona Barcelona 09/2018 12/2018
Fidelity Investments Greenwood Village CO 04/2021 08/2023
Rbc Capital Markets, Llc San Francisco CA 09/2023 Present
Ieq Capital, Llc San Francisco CA 08/2026 Present
  • 05/2020 → 12/2020
    Three Fat Guys Wine
    Sonoma, CA
  • 04/2020 → 02/2021
    Blue Atlas Marketplace
    Costa Mesa, CA
  • 12/2019 → 02/2020
    Frasca Food And Wine
    Boulder, CO
  • 06/2018 → 07/2018
    Dart Drones
    Park City, UT
  • 06/2017 → 07/2017
    Coldwell Banker Realty
    San Francisco, CA
  • 08/2016 → 06/2017
    Unknown
    San Francisco, CA
  • 09/2016 → 06/2020
    University Of Colorado Boulder
    Boulder, CO
  • 02/2019 → 06/2019
    Macquarie University
    Macquarie
  • 09/2018 → 12/2018
    University Of New Haven At Barcelona
    Barcelona
  • 04/2021 → 08/2023
    Fidelity Investments
    Greenwood Village, CO
  • 09/2023 → Present
    Rbc Capital Markets, Llc
    San Francisco, CA
  • 08/2026 → Present
    Ieq Capital, Llc
    San Francisco, CA
Previous Registrations
  • 2023-09-05 → 2026-08-28
    Rbc Capital Markets, Llc
    San Francisco, CA
    San Francisco, CA
  • 2022-11-10 → 2023-08-25
    Fidelity Personal And Workplace Advisors
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-05
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S65 Uniform Investment Adviser Law Examination
    2022-11-05
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Other Names
  • Bennett Warren Canady
  • Bennett Canady

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor