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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-07 |
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 |
|---|---|---|---|---|
| Ieq Capital, Llc | Foster City | CA | 06/2026 | Present |
| Mercer | Seattle | WA | 07/2021 | 03/2026 |
| Santa Barbara County Employees Retirement System | Santa Barbara | CA | 09/2018 | 05/2021 |
| Corepower Yoga | Santa Barbara | CA | 10/2019 | 06/2020 |
| O'NEill Surf Shop | Orange | CA | 06/2018 | 08/2018 |
| Hansen & Rutherford, Llp | Santa Ana | CA | 06/2015 | 08/2018 |
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