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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
3198 Cains Hill Place Nw Floor 2, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lcg Associates, Inc. | Atlanta | GA | 06/2019 | 02/2026 |
| Ieq Capital, Llc | Atlanta | GA | 02/2026 | Present |
| Unknown | Atlanta | GA | 03/2016 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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