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Perry Max Mikic

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 2025-08-02
  • CA RA
    APPROVED
    Since 2025-08-02

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 San Francisco CA 09/2024 Present
Cicero Technologies San Francisco CA 06/2023 04/2024
The Drunken Crab Santa Barbara CA 10/2022 06/2023
Unemployed San Franciso CA 05/2024 09/2024
Tbi Financial Santa Barbara CA 06/2022 10/2022
Unemployed Santa Barbara CA 05/2014 05/2022
  • 09/2024 → Present
    Ieq Capital, Llc
    San Francisco, CA
  • 06/2023 → 04/2024
    Cicero Technologies
    San Francisco, CA
  • 10/2022 → 06/2023
    The Drunken Crab
    Santa Barbara, CA
  • 05/2024 → 09/2024
    Unemployed
    San Franciso, CA
  • 06/2022 → 10/2022
    Tbi Financial
    Santa Barbara, CA
  • 05/2014 → 05/2022
    Unemployed
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01

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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