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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spynergy | Winnetka | IL | 01/2015 | 08/2017 |
| Estreet | Winnetka | IL | 01/2017 | 08/2017 |
| University Of Notre Dame | South Bend | IN | 01/2018 | 01/2021 |
| Phd Media | New York | NY | 06/2021 | 11/2021 |
| Amazon/Shopbop | New York | NY | 11/2021 | 10/2023 |
| Third Bridge | Los Angeles | CA | 01/2024 | 04/2026 |
| Ieq Capital | Foster City | CA | 05/2026 | Present |
| Unemployed | South Bend | IN | 09/2017 | 12/2017 |
| Unemployed | South Bend | IN | 02/2021 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
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