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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-16 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
950 Tower Ln, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certuity | San Francisco | CA | 05/2023 | 06/2024 |
| First Republic Investment Management, Inc. | San Francisco | CA | 02/2022 | 05/2023 |
| Salesforce | San Francisco | CA | 05/2020 | 02/2022 |
| Well Health | Santa Barbara | CA | 08/2019 | 04/2021 |
| Gap - No Employer | Santa Barbara | CA | 01/2019 | 08/2019 |
| General Dynamics Land Systems | Sterling Heights | MI | 06/2016 | 01/2019 |
| Ieq Capital, Llc | Foster City | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
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