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Daniel Martin Connolly

Ieq Capital, LLC

Foster City, 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 2024-02-21
  • CA RA
    APPROVED
    Since 2024-02-21

Branch Locations

950 Tower Lane Suite 1800, Foster City, CA 94404 • 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
Lavelle Capital San Francisco CA 12/2021 02/2024
John Foley's Irish House San Francisco CA 10/2008 09/2023
Bridge Housing San Francisco CA 12/2020 03/2021
Plantswitch San Francisco CA 05/2020 11/2020
Southern Methodist University Dallas TX 08/2016 05/2020
Ieq Capital, Llc Foster City CA 02/2024 Present
  • 12/2021 → 02/2024
    Lavelle Capital
    San Francisco, CA
  • 10/2008 → 09/2023
    John Foley's Irish House
    San Francisco, CA
  • 12/2020 → 03/2021
    Bridge Housing
    San Francisco, CA
  • 05/2020 → 11/2020
    Plantswitch
    San Francisco, CA
  • 08/2016 → 05/2020
    Southern Methodist University
    Dallas, TX
  • 02/2024 → Present
    Ieq Capital, Llc
    Foster City, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-11
  • S65 Uniform Investment Adviser Law Examination
    2023-10-11
Other Names
  • Daniel Connolly

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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