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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-22 |
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 |
|---|---|---|---|---|
| Saint Charles Preparatory St | Columbus | OH | 08/2014 | 05/2018 |
| Miami University | Oxford | OH | 08/2018 | 05/2022 |
| Franklin Templeton | San Mateo | CA | 08/2022 | 07/2024 |
| Ieq Capital, Llc | Foster City | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
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