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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epiq Capital Group, Llc | San Francisco | CA | 07/2022 | 02/2025 |
| Unemployed | Rogers | AR | 06/2021 | 07/2022 |
| University Of Oregon | Eugene | OR | 09/2017 | 06/2021 |
| Jimmy Johns | Rogers | AR | 09/2016 | 09/2017 |
| Blythe Global Advisors | Newport Beach, Ca | CA | 06/2020 | 09/2020 |
| Deloitte | San Francisco | CA | 06/2021 | 09/2021 |
| Unemployed | Rogers | AR | 01/2016 | 09/2016 |
| Ieq Capital, Llc | San Francisco | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-17 |
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