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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-18 |
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 |
|---|---|---|---|---|
| University Of Michigan | Ann Arbor | MI | 09/2013 | 05/2017 |
| Unemployed | Los Angeles | CA | 06/2017 | 07/2017 |
| Axa-Advisors, Llc | New York | NY | 08/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 11/2017 | 02/2020 |
| Savitsky Satin And Bacon | Los Angeles | CA | 09/2017 | 11/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 01/2018 | 02/2020 |
| Ieq Capital | Foster City | CA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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