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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
3131 Mckinney Avenue Suite 850, Dallas, TX 75204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epiq Capital Group, Llc | Dallas | TX | 07/2022 | 02/2025 |
| Tobacco Gallery | Dallas | TX | 09/2021 | 06/2022 |
| Barrow Hanley Global Investors | Dallas | TX | 05/2021 | 08/2021 |
| Dedman Center For Lifetime Sports | Dallas | TX | 09/2020 | 04/2021 |
| Evolve24 | Saint Louis | MO | 05/2019 | 08/2019 |
| J.H. Berra Construction | Saint Louis | MO | 05/2018 | 08/2018 |
| St. Louis Priory School, St. Louis University High | Saint Louis | MO | 07/2012 | 05/2018 |
| Southern Methodist University | Dallas | TX | 08/2018 | 05/2022 |
| Ieq Capital, Llc | San Francisco | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-29 |
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