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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nonesuch River Golf Club | Scarbrough | ME | 06/2017 | 06/2018 |
| Portland Country Club | Falmouth | ME | 06/2018 | 09/2022 |
| Providence College Tutoring Center | Providence | RI | 10/2019 | 05/2022 |
| Harvard Medical | Boston | MA | 01/2023 | 06/2023 |
| Wellington Management | Boston | MA | 06/2023 | 09/2024 |
| Ieq Capital | Los Angeles | CA | 05/2025 | Present |
| Unemployed | South Portland | ME | 07/2015 | 05/2017 |
| Unemployed | Boston | MA | 10/2024 | 04/2025 |
| Unemployed | Boston | MA | 10/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
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