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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-14 |
Branch Locations
525 Market St Suite 11, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tamalpais High School | Mill Valley | CA | 08/2015 | 05/2019 |
| Pizza Antica | Strawberry | CA | 11/2017 | 07/2019 |
| Davidson College | Davidson | NC | 08/2019 | 05/2023 |
| University Of Notre Dame | South Bend | IN | 05/2023 | 06/2024 |
| Rogers Blue Jays | Toronto, Ontario | 07/2024 | 09/2025 | |
| Idaho Falls Chukars | Idaho Falls | ID | 09/2025 | 10/2025 |
| Unemployed | Mill Valley | CA | 10/2025 | 01/2026 |
| Ieq Capital, Llc | San Francisco | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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