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Tyler James Baumann

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 2022-10-24
  • CA RA
    APPROVED
    Since 2022-10-24

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
Ieq Capital, Llc Foster City CA 07/2022 Present
Zs Associates South San Francisco CA 06/2021 09/2021
Stanford University Palo Alto CA 08/2018 05/2022
Junipero Serra High School San Mateo CA 09/2014 06/2018
Franklin Templeton San Mateo CA 07/2020 09/2020
Serra High School San Mateo CA 06/2019 09/2019
San Mateo Pal San Mateo CA 06/2018 09/2018
  • 07/2022 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 06/2021 → 09/2021
    Zs Associates
    South San Francisco, CA
  • 08/2018 → 05/2022
    Stanford University
    Palo Alto, CA
  • 09/2014 → 06/2018
    Junipero Serra High School
    San Mateo, CA
  • 07/2020 → 09/2020
    Franklin Templeton
    San Mateo, CA
  • 06/2019 → 09/2019
    Serra High School
    San Mateo, CA
  • 06/2018 → 09/2018
    San Mateo Pal
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-24
  • S65 Uniform Investment Adviser Law Examination
    2022-10-24

View on SEC IAPD

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Tom Gai
Jia Hui Wei
Xiaoyan Zhou
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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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