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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
525 Market Street 11Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin - Madison | Madison | WI | 08/2018 | 05/2022 |
| High School Education | Unknown | CA | 10/2015 | 08/2018 |
| Wells Fargo | San Francisco | CA | 07/2022 | 08/2025 |
| Ieq Capital, Llc | San Francisco | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
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