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Joseph Walker Zambri

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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-16
  • CA RA
    APPROVED
    Since 2026-02-16

Branch Locations

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
OrganizationCityStateFromTo
Ieq Capital San Francisco CA 09/2025 Present
San Francisco Golf Club San Francisco CA 08/2025 09/2025
Unemployed Camarillo CA 06/2025 08/2025
La Jolla Country Club San Diego CA 03/2025 06/2025
Unemployed Camarillo CA 01/2015 03/2025
  • 09/2025 → Present
    Ieq Capital
    San Francisco, CA
  • 08/2025 → 09/2025
    San Francisco Golf Club
    San Francisco, CA
  • 06/2025 → 08/2025
    Unemployed
    Camarillo, CA
  • 03/2025 → 06/2025
    La Jolla Country Club
    San Diego, CA
  • 01/2015 → 03/2025
    Unemployed
    Camarillo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-14
  • S65 Uniform Investment Adviser Law Examination
    2026-02-14

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
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