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David Michael Coleman

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 2025-04-07
  • CA RA
    APPROVED
    Since 2025-04-07

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
Brookdale Community College Lincroft NJ 09/2016 01/2018
The Frog & The Peach New Brunswick NJ 06/2019 03/2020
Pascal & Sabine Asbury Park NJ 05/2018 05/2019
Salvona Technologies Hamilton NJ 05/2020 08/2021
First Republic Bank Palo Alto CA 10/2021 05/2023
Fremont Group San Francisco CA 06/2023 11/2024
Ieq Capital Foster City CA 01/2025 Present
Rutgers University New Brunswick NJ 01/2018 05/2018
  • 09/2016 → 01/2018
    Brookdale Community College
    Lincroft, NJ
  • 06/2019 → 03/2020
    The Frog & The Peach
    New Brunswick, NJ
  • 05/2018 → 05/2019
    Pascal & Sabine
    Asbury Park, NJ
  • 05/2020 → 08/2021
    Salvona Technologies
    Hamilton, NJ
  • 10/2021 → 05/2023
    First Republic Bank
    Palo Alto, CA
  • 06/2023 → 11/2024
    Fremont Group
    San Francisco, CA
  • 01/2025 → Present
    Ieq Capital
    Foster City, CA
  • 01/2018 → 05/2018
    Rutgers University
    New Brunswick, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07

View on SEC IAPD

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CELESTA
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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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