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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
| NC | RA | APPROVED | 2025-04-01 |
| GA | RA | APPROVED | 2024-04-17 |
| CA | RA | APPROVED | 2024-04-16 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 04/2012 | 06/2019 |
| Jpmorgan Chase Bank,Na | Atlanta | GA | 04/2012 | 06/2019 |
| Citigroup | Atlanta | GA | 06/2019 | 02/2024 |
| Ieq Capital, Llc | Foster City | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
| S66 | Uniform Combined State Law Examination | 2004-07-08 |
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