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Evan Michael Stafford

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 2023-12-13
TX RA APPROVED 2023-12-13
  • CA RA
    APPROVED
    Since 2023-12-13
  • TX RA
    APPROVED
    Since 2023-12-13

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
Equitable Advisors, Llc New York NY 09/2021 12/2021
Goldkey Marine El Dorado Hills CA 05/2021 06/2021
Goldkey Marine El Dorado Hills CA 06/2019 08/2019
Goldkey Marine El Dorado Hills CA 06/2018 08/2018
Goldkey Marine El Dorado Hills CA 05/2017 08/2017
Goldkey Wine And Self-Storage El Dorado Hills CA 06/2020 08/2020
El Pollo Loco Folsom CA 11/2016 02/2017
Unemployed Folsom CA 09/2016 10/2016
Unemployed Folsom CA 02/2017 05/2017
Unemployed Folsom CA 08/2019 06/2020
Unemployed Folsom CA 08/2020 05/2021
Unemployed Folsom CA 06/2021 09/2021
Goldkey Boat House El Dorado Hills CA 05/2017 08/2019
Morgan Stanley San Francisco CA 02/2022 11/2023
Unemployed Folsom CA 12/2021 02/2022
Ieq Capital, Llc Foster City CA 11/2023 Present
  • 09/2021 → 12/2021
    Equitable Advisors, Llc
    New York, NY
  • 05/2021 → 06/2021
    Goldkey Marine
    El Dorado Hills, CA
  • 06/2019 → 08/2019
    Goldkey Marine
    El Dorado Hills, CA
  • 06/2018 → 08/2018
    Goldkey Marine
    El Dorado Hills, CA
  • 05/2017 → 08/2017
    Goldkey Marine
    El Dorado Hills, CA
  • 06/2020 → 08/2020
    Goldkey Wine And Self-Storage
    El Dorado Hills, CA
  • 11/2016 → 02/2017
    El Pollo Loco
    Folsom, CA
  • 09/2016 → 10/2016
    Unemployed
    Folsom, CA
  • 02/2017 → 05/2017
    Unemployed
    Folsom, CA
  • 08/2019 → 06/2020
    Unemployed
    Folsom, CA
  • 08/2020 → 05/2021
    Unemployed
    Folsom, CA
  • 06/2021 → 09/2021
    Unemployed
    Folsom, CA
  • 05/2017 → 08/2019
    Goldkey Boat House
    El Dorado Hills, CA
  • 02/2022 → 11/2023
    Morgan Stanley
    San Francisco, CA
  • 12/2021 → 02/2022
    Unemployed
    Folsom, CA
  • 11/2023 → Present
    Ieq Capital, Llc
    Foster City, CA
Previous Registrations
Other Businesses

Outside investments held at Morgan Stanley, E*Trade, and Dodge & Cox.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-01
  • S66 Uniform Combined State Law Examination
    2021-09-01
Other Names
  • Evan Michael Stafford
  • Evan Stafford
  • Evan M Stafford

View on SEC IAPD

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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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