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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-17 |
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 |
|---|---|---|---|---|
| Unemployed | Alhambra | CA | 02/2015 | 09/2017 |
| San Jose State University | San Jose | CA | 02/2023 | 05/2023 |
| Unemployed | Oakland | CA | 05/2023 | 06/2023 |
| Pricewaterhousecoopers | San Francisco | CA | 06/2023 | 08/2023 |
| Unemployed | Sunnyvale | CA | 08/2023 | 04/2024 |
| Ieq Capital, Llc | Foster City | CA | 04/2024 | Present |
| Unemployed | Santa Barbara | CA | 09/2017 | 06/2018 |
| Unemployed | Goleta | CA | 06/2018 | 06/2019 |
| Unemployed | Alhambra | CA | 06/2019 | 08/2019 |
| Unemployed | San Luis Obispo | CA | 08/2019 | 05/2021 |
| Unemployed | Alhambra | CA | 05/2021 | 08/2021 |
| Unemployed | San Jose | CA | 08/2021 | 03/2022 |
| Unemployed | Oakland | CA | 03/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
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