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Samantha Grace Colleran

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 2022-06-21
  • CA RA
    APPROVED
    Since 2022-06-21

Branch Locations

950 Tower Lane 18Th Floor Foster City,, 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
Grace Fellowship Church Costa Mesa CA 05/2017 08/2017
Pain Du Monde Newport Beach CA 05/2018 07/2018
Whittier Trust Newport Beach CA 06/2019 05/2021
Ieq Capital Foster City CA 06/2021 06/2022
Chapman University Orange CA 08/2018 05/2022
Ieq Capital Foster City CA 06/2022 Present
Corona Del Mar High School Newport Beach, Ca CA 09/2014 06/2018
  • 05/2017 → 08/2017
    Grace Fellowship Church
    Costa Mesa, CA
  • 05/2018 → 07/2018
    Pain Du Monde
    Newport Beach, CA
  • 06/2019 → 05/2021
    Whittier Trust
    Newport Beach, CA
  • 06/2021 → 06/2022
    Ieq Capital
    Foster City, CA
  • 08/2018 → 05/2022
    Chapman University
    Orange, CA
  • 06/2022 → Present
    Ieq Capital
    Foster City, CA
  • 09/2014 → 06/2018
    Corona Del Mar High School
    Newport Beach, Ca, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-11
  • S65 Uniform Investment Adviser Law Examination
    2022-05-11
Other Names
  • Sami Colleran

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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