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Inactive

Simon W Zhang

Ieq Capital, LLC

Los Angeles, CA

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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-05
  • CA RA
    APPROVED
    Since 2025-12-05

Branch Locations

11601 Wilshire Blvd Suite 1500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Pasadena CA 06/2022 11/2025
Duke University Durham NC 07/2021 05/2022
Babson College Wellesley MA 08/2017 05/2021
The Webb Schools Claremont CA 08/2014 05/2017
Ieq Capital, Llc Los Angeles CA 11/2025 Present
  • 06/2022 → 11/2025
    Morgan Stanley Smith Barney Llc
    Pasadena, CA
  • 07/2021 → 05/2022
    Duke University
    Durham, NC
  • 08/2017 → 05/2021
    Babson College
    Wellesley, MA
  • 08/2014 → 05/2017
    The Webb Schools
    Claremont, CA
  • 11/2025 → Present
    Ieq Capital, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
  • S66 Uniform Combined State Law Examination
    2022-12-12

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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