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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-19 |
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 |
|---|---|---|---|---|
| Elevate Financial Partners | Newport Beach | CA | 05/2023 | 08/2023 |
| University Of Michigan | Ann Arbor | MI | 08/2023 | 05/2024 |
| Cambridge Associates | Boston | MA | 06/2024 | 08/2024 |
| University Of Michigan | Ann Arbor | MI | 08/2024 | 07/2025 |
| Ieq Capital | Los Angeles | CA | 07/2025 | Present |
| University Of Michigan | Ann Arbor | MI | 08/2022 | 05/2023 |
| Hyatt Regency Hotel | Newport Beach | CA | 06/2022 | 08/2022 |
| University Of Michigan | Ann Arbor | MI | 08/2021 | 05/2022 |
| Corona Del Mar High School | Newport Beach | CA | 09/2017 | 06/2021 |
| Harbor Day School | Newport Beach | CA | 09/2010 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
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