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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-28 |
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 |
|---|---|---|---|---|
| Ieq Capital, Llc | Foster City | CA | 06/2025 | Present |
| Ieq Capital, Llc | Foster City | CA | 02/2025 | 05/2025 |
| Ieq Capital, Llc | Foster City | CA | 06/2024 | 08/2024 |
| Menlo Circus Club | Atherton | CA | 03/2023 | Present |
| Menlo College | Atherton | CA | 08/2022 | 05/2025 |
| Unemployed | Lahaina | HI | 06/2015 | 08/2022 |
Menlo Circus Club; not investment related; 190 Park Ln, Atherton, CA 94027; Country Club Service/Teaching Swim; Assistant; March/2023; 2 hours a month; 0 hours during trading hours; I teach kids between the age of 2-15 swim and coach Saturday practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-27 |
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