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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-19 |
Branch Locations
950 Tower Lane 18Th Floor, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sacred Heart Prep High School | Atherton | CA | 08/2014 | 05/2018 |
| Cu Boulder | Boulder | CO | 07/2018 | 05/2022 |
| Ieq Capital, Llc | Foster City | CA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
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