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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-21 |
| NY | RA | APPROVED | 2026-07-20 |
Branch Locations
641 Lexington Ave. Suite 27, New York, NY 10022 • United States
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 |
|---|---|---|---|---|
| Bank Of America Int/Ml | London | 04/2017 | 06/2018 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2014 | 05/2019 |
| Bofa Securities, Inc. | New York | NY | 05/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/2020 | 07/2026 |
| Bank Of America, Na | New York | NY | 12/2020 | 07/2026 |
| Ieq Capital, Llc | New York | NY | 07/2026 | Present |
I*1968313 , Entity Type,Charitable Name of OBA:Lesbian, Gay, Bisexual & Transgender Community Center Address:NY,NY,10011 Investment Related: NO Position, Title, Association:Board Member Employee Start Date: 09/02/2024 No Hours: 3 MONTHLY No Hours during trading:0 Duties:advise the board on development matters, help with development, governance, participate in events, etc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-24 |
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