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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-23 |
| NV | RA | APPROVED | 2023-04-18 |
| HI | RA | APPROVED | 2023-04-13 |
| IN | RA | APPROVED | 2023-04-13 |
| MD | RA | APPROVED | 2023-04-13 |
| NY | RA | APPROVED | 2023-04-13 |
| PA | RA | APPROVED | 2023-04-13 |
| CA | RA | APPROVED | 2019-06-27 |
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 |
|---|---|---|---|---|
| Fisher Investments | San Mateo | CA | 04/2016 | 11/2016 |
| First Republic Securities Company, Llc | Menlo Park | CA | 11/2016 | 05/2019 |
| First Republic Investment Management, Inc | Menlo Park | CA | 11/2016 | 05/2019 |
| Ieq Capital, Llc | Foster City | CA | 06/2019 | Present |
(1) I am an associated person of IEQ Capital, LLC. (Firm CRD# 301819), an SEC registered investment adviser. The majority of my time is devoted to activities for IEQ Capital, LLC. (2) REAL ESTATE INVESTMENT PROPERTY FOR RENTAL, I WILL MAKE ALL INVESTMENT RELATED DECISIONS, OWNED IN FAMILY REVOCABLE TRUST - NAS FAMILY TRUST, NOT INVESTMENT RELATED, NOT DURING NORMAL BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-03 |
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