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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Pure Barre | South Bend | IN | 06/2016 | 07/2022 |
| Silver Lake Partners | Menlo Park | CA | 06/2021 | 08/2021 |
| Ieq Capital | Menlo Park | CA | 01/2021 | 05/2021 |
| Wme | New York | NY | 06/2019 | 08/2019 |
| The Lovett School | Atlanta | GA | 08/2010 | 05/2016 |
| Goldman Sachs | Atlanta | GA | 07/2022 | 12/2024 |
| Ieq Capital, Llc | Foster City | CA | 01/2025 | Present |
1. Co-owner of 734Barre, a fitness organization. Activity will take place from Atlanta, GA. Organization is not primarily engaged in investment-related activity. Start date was August 1, 2016. Two hours per week. Duties include the general management of the organization and having oversight over the entity's investments. 2. Part-time employee of Pure Barre, a fitness organization. Activity will take place from Atlanta, GA. Organization is not primarily engaged in investment-related activity. Start date is August 22, 2022. Four hours per week. Duties include teaching fitness classes for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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