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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 2026-02-07
  • CA RA
    APPROVED
    Since 2026-02-07

Branch Locations

San Francisco, CA • 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
OrganizationCityStateFromTo
City Of Manhattan Beach Manhattan Beach CA 05/2019 08/2022
Tiki Hut San Luis Obispo CA 09/2022 12/2022
Luna Red San Luis Obispo CA 01/2023 05/2024
Orfalea College Of Business San Luis Obispo CA 04/2024 06/2025
Cisco Raleigh NC 06/2024 08/2024
Western Alliance Bank San Francisco CA 06/2025 01/2026
Ieq Capital, Llc San Francisco CA 01/2026 Present
Unknown Manhattan Beach CA 01/2016 05/2019
  • 05/2019 → 08/2022
    City Of Manhattan Beach
    Manhattan Beach, CA
  • 09/2022 → 12/2022
    Tiki Hut
    San Luis Obispo, CA
  • 01/2023 → 05/2024
    Luna Red
    San Luis Obispo, CA
  • 04/2024 → 06/2025
    Orfalea College Of Business
    San Luis Obispo, CA
  • 06/2024 → 08/2024
    Cisco
    Raleigh, NC
  • 06/2025 → 01/2026
    Western Alliance Bank
    San Francisco, CA
  • 01/2026 → Present
    San Francisco, CA
  • 01/2016 → 05/2019
    Unknown
    Manhattan Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-07
  • S65 Uniform Investment Adviser Law Examination
    2026-02-07

View on SEC IAPD

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