Inactive

Erin Elizabeth Lively

Ieq Capital, LLC

Foster City, CA

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Current Employers

Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-04-16
CA	RA	APPROVED	2026-02-18

MA RA
APPROVED

Since 2026-04-16
CA RA
APPROVED

Since 2026-02-18

Branch Locations

One Federal Street Suite 2640, Boston, MA 02110 • United States

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ieq Capital	Boston	MA	02/2025	Present
Fintrx	Rockland	MA	08/2023	12/2024
Unemployed	Richmond	VA	08/2022	08/2023
Penfed Credit Union	Tysons	VA	05/2022	08/2022
Unemployed	Richmond	VA	08/2021	05/2022
Bis Fish Restaurant Group	Bethany Beach	DE	05/2021	08/2021
Unemployed	Richmond	VA	08/2020	05/2021
Big Fish Restaurant Group	Bethany Beach	DE	05/2020	08/2020
Unemployed	Kensington	MD	01/2015	05/2020

02/2025 → Present

Ieq Capital

Boston, MA
08/2023 → 12/2024

Fintrx

Rockland, MA
08/2022 → 08/2023

Unemployed

Richmond, VA
05/2022 → 08/2022

Penfed Credit Union

Tysons, VA
08/2021 → 05/2022

Unemployed

Richmond, VA
05/2021 → 08/2021

Bis Fish Restaurant Group

Bethany Beach, DE
08/2020 → 05/2021

Unemployed

Richmond, VA
05/2020 → 08/2020

Big Fish Restaurant Group

Bethany Beach, DE
01/2015 → 05/2020

Unemployed

Kensington, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-18

S65 Uniform Investment Adviser Law Examination

2026-02-18

View on SEC IAPD

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