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William Bruce Crocker

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 2024-11-26
  • CA RA
    APPROVED
    Since 2024-11-26

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
Student San Francisco CA 09/2014 05/2024
Olukai Hillsborough CA 06/2021 08/2021
Bertram Capital Foster City CA 06/2022 08/2022
Franklin Templeton San Mateo CA 06/2023 08/2023
Unemployed Hillsborough CA 05/2024 07/2024
Ieq Capital, Llc Foster City CA 08/2024 Present
Camp Longhorn Burnet TX 05/2019 08/2021
Barbara Butler Artist Builder South San Francisco CA 05/2016 08/2019
  • 09/2014 → 05/2024
    Student
    San Francisco, CA
  • 06/2021 → 08/2021
    Olukai
    Hillsborough, CA
  • 06/2022 → 08/2022
    Bertram Capital
    Foster City, CA
  • 06/2023 → 08/2023
    Franklin Templeton
    San Mateo, CA
  • 05/2024 → 07/2024
    Unemployed
    Hillsborough, CA
  • 08/2024 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 05/2019 → 08/2021
    Camp Longhorn
    Burnet, TX
  • 05/2016 → 08/2019
    Barbara Butler Artist Builder
    South San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25

View on SEC IAPD

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CELESTA
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Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

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

More in Foster City, CA

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