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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
| CA | RA | APPROVED | 2026-04-30 |
Branch Locations
One Federal Street Suite 2640, Boston, MA 02110 • United States
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 |
|---|---|---|---|---|
| Junior High Through Second Year Of College | Falmouth | ME | 06/2013 | 08/2020 |
| Jm Arbour Wealth Management | Hallowell | ME | 08/2020 | 02/2021 |
| Gorham Savings Bank | Gorham | ME | 06/2021 | 08/2021 |
| College | Brunswick | ME | 02/2021 | 06/2021 |
| College | Brunswick | ME | 09/2021 | 06/2022 |
| Goldman Sachs | Boston | MA | 06/2022 | 08/2022 |
| College | Brunswick | ME | 09/2022 | 05/2023 |
| Goldman Sachs | Boston | MA | 06/2023 | 12/2025 |
| Webster Bank | Boston | MA | 12/2025 | 04/2026 |
| Ieq Capital, Llc | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-05 |
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