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San Mateo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ieq Capital, Llc | Foster City | CA | 01/2025 | 09/2025 |
| Pegasus Tech Ventures | San Jose | CA | 05/2024 | 12/2024 |
| Univeristy Of Washington | Seattle | WA | 09/2020 | 05/2024 |
| Upper Dublin High School | Fort Washington | PA | 07/2015 | 09/2020 |
| Contrary Legacy Llc | San Francisco | CA | 09/2025 | Present |
| Keiretsu Forum Northwest | Seattle | WA | 05/2022 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
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