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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-13 |
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 | 07/2025 | Present |
| Unemployed | Atherton | CA | 05/2025 | 07/2025 |
| University Of North Carolina At Chapel-Hill | Chapel Hill | NC | 08/2024 | 05/2025 |
| Ieq Capital | Foster City | CA | 06/2024 | 08/2024 |
| Unemployed | Atherton | CA | 05/2024 | 06/2024 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2023 | 05/2024 |
| Bayhill Ventures | San Francisco | CA | 05/2023 | 08/2023 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2022 | 05/2023 |
| Oakland Roots Sc | Oakland | CA | 05/2022 | 08/2022 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2021 | 05/2022 |
| Unemployed | Atherton | CA | 05/2021 | 08/2021 |
| Sacred Heart Preparatory | Atherton | CA | 08/2017 | 05/2021 |
| Unemployed | Atherton | CA | 07/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
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