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Sanjay Verma Foster

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 2024-06-03
  • CA RA
    APPROVED
    Since 2024-06-03

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
Ieq Capital, Llc Foster City CA 06/2021 03/2022
University Of Richmond Richmond VA 08/2017 05/2021
Marks Baughan Securities, Llc Conshohocken PA 06/2020 07/2020
Upper Duplin High School Fort Washington PA 09/2013 06/2017
Alti Tiedemann Global Bethesda MD 04/2022 07/2023
Ieq Capital, Llc Foster City CA 02/2024 Present
Unemployed Foster City CA 07/2023 02/2024
  • 06/2021 → 03/2022
    Ieq Capital, Llc
    Foster City, CA
  • 08/2017 → 05/2021
    University Of Richmond
    Richmond, VA
  • 06/2020 → 07/2020
    Marks Baughan Securities, Llc
    Conshohocken, PA
  • 09/2013 → 06/2017
    Upper Duplin High School
    Fort Washington, PA
  • 04/2022 → 07/2023
    Alti Tiedemann Global
    Bethesda, MD
  • 02/2024 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 07/2023 → 02/2024
    Unemployed
    Foster City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-03
  • S65 Uniform Investment Adviser Law Examination
    2024-06-03
Other Names
  • Sanjay Foster

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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