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Inactive

Joseph P Lalli

Ieq Capital, LLC

Foster City, CA

San Francisco, 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 2026-05-29
  • CA RA
    APPROVED
    Since 2026-05-29

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
Unemployed Piedmont CA 10/2025 05/2026
Ieq Capital, Llc San Francisco CA 05/2026 Present
Morgan Stanley San Francisco CA 08/2021 05/2025
The Ups Store San Luis Obispo CA 07/2020 06/2021
Cresa San Francisco CA 06/2019 08/2019
Backroads Salt Lake City UT 05/2025 09/2025
Colliers International Oakland CA 07/2018 08/2018
Claremont Country Club Oakland CA 09/2016 08/2017
The Piedmont Unified School District Piedmont CA 08/2006 06/2017
California Polytechnic State University San Luis Obispo CA 09/2017 06/2021
  • 10/2025 → 05/2026
    Unemployed
    Piedmont, CA
  • 05/2026 → Present
    Ieq Capital, Llc
    San Francisco, CA
  • 08/2021 → 05/2025
    Morgan Stanley
    San Francisco, CA
  • 07/2020 → 06/2021
    The Ups Store
    San Luis Obispo, CA
  • 06/2019 → 08/2019
    Cresa
    San Francisco, CA
  • 05/2025 → 09/2025
    Backroads
    Salt Lake City, UT
  • 07/2018 → 08/2018
    Colliers International
    Oakland, CA
  • 09/2016 → 08/2017
    Claremont Country Club
    Oakland, CA
  • 08/2006 → 06/2017
    The Piedmont Unified School District
    Piedmont, CA
  • 09/2017 → 06/2021
    California Polytechnic State University
    San Luis Obispo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2021-11-04
Designations
Other Names
  • Joey Lalli

View on SEC IAPD

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CELESTA
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Jia Hui Wei
Xiaoyan Zhou
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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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