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Inactive

Joseph Robert Burlison

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 2025-10-29
  • CA RA
    APPROVED
    Since 2025-10-29

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
Dc Advisory San Francisco CA 06/2021 08/2021
Palma School Salinas CA 08/2012 06/2018
Dc Advisory San Francisco CA 07/2022 10/2024
Scholars Of Finance New York NY 09/2021 01/2022
New York University New York NY 08/2018 05/2022
Ieq Capital, Llc Foster City CA 10/2024 Present
  • 06/2021 → 08/2021
    Dc Advisory
    San Francisco, CA
  • 08/2012 → 06/2018
    Palma School
    Salinas, CA
  • 07/2022 → 10/2024
    Dc Advisory
    San Francisco, CA
  • 09/2021 → 01/2022
    Scholars Of Finance
    New York, NY
  • 08/2018 → 05/2022
    New York University
    New York, NY
  • 10/2024 → Present
    Ieq Capital, Llc
    Foster City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-18
S63 Uniform Securities Agent State Law Examination 2022-08-27
  • S65 Uniform Investment Adviser Law Examination
    2025-10-18
  • S63 Uniform Securities Agent State Law Examination
    2022-08-27

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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