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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-05 |
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 |
|---|---|---|---|---|
| Boston College | Chestnut Hill | MA | 08/2013 | 10/2017 |
| Pricewaterhouse Coopers Llp | New York | NY | 10/2017 | 07/2018 |
| Pricewaterhouse Coopers Llp | Los Angeles | CA | 07/2018 | 06/2019 |
| Ieq Capital | Los Angeles | CA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
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