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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-06 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ieq Capital Llc | Foster City | CA | 07/2021 | Present |
| Ieq Capital, Llc | Foster City | CA | 06/2020 | 07/2021 |
| Tufts University | Medford | MA | 08/2019 | 05/2021 |
| Oxford College Of Emory University | Oxford | GA | 08/2018 | 05/2019 |
| Menlo School | Atherton | CA | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-04 |
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