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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epiq Capital Group, Llc | Dallas | TX | 06/2023 | 02/2025 |
| Anchor Capital Gp | Dallas | TX | 04/2021 | 03/2023 |
| Mkjo Capital Consulting | Dallas | TX | 04/2020 | 03/2021 |
| S. Brown Capital | Dallas | TX | 03/2018 | 03/2020 |
| Halo Home | Dallas | TX | 01/2015 | 02/2018 |
| Unemployed | Dallas | TX | 04/2023 | 05/2023 |
| Ieq Capital, Llc | San Francisco | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-25 |
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