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Nicholas Paul Chang

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 2025-04-09
  • CA RA
    APPROVED
    Since 2025-04-09

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
Boston College Chestnut Hill MA 08/2014 06/2018
Macdougall Advisors Natick MA 07/2018 08/2022
Dark Matter Coffee Chicago IL 09/2022 11/2022
Thruline San Francisco CA 12/2022 01/2025
Ieq Capital, Llc Foster City CA 02/2025 Present
  • 08/2014 → 06/2018
    Boston College
    Chestnut Hill, MA
  • 07/2018 → 08/2022
    Macdougall Advisors
    Natick, MA
  • 09/2022 → 11/2022
    Dark Matter Coffee
    Chicago, IL
  • 12/2022 → 01/2025
    Thruline
    San Francisco, CA
  • 02/2025 → Present
    Ieq Capital, Llc
    Foster City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-08
  • S65 Uniform Investment Adviser Law Examination
    2025-04-08

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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