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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Francisco | CA | 01/2016 | 05/2021 |
| Rei | Corte Madera | CA | 06/2021 | 08/2021 |
| Unemployed | San Francisco | CA | 09/2021 | 05/2022 |
| Rei | Corte Madera | CA | 06/2022 | 08/2022 |
| Unemployed | San Francisco | CA | 09/2022 | 05/2023 |
| Bailard Inc. | San Francisco | CA | 06/2023 | 08/2023 |
| Main Street Research | Sausalito | CA | 06/2023 | 08/2023 |
| Unemployed | San Francisco | CA | 09/2023 | 07/2024 |
| Laird Norton Wetherby | San Francisco | CA | 08/2024 | 12/2025 |
| Ieq Capital, Llc | San Francisco | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
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