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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
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 |
|---|---|---|---|---|
| Blueprint Equity Llc | San Diego | CA | 11/2023 | 03/2024 |
| Q Advisors Llc | Denver | CO | 08/2022 | 06/2023 |
| Blueprint Equity Llc | San Diego | CA | 03/2022 | 08/2022 |
| Ieq Capital, Llc | Foster City | CA | 06/2024 | Present |
| Purveyor | San Diego | CA | 03/2021 | 07/2021 |
| Pitzer College | Claremont | CA | 10/2019 | 12/2022 |
| Farmshop Marin | Marin | CA | 04/2021 | 08/2021 |
| Steps | San Francisco | CA | 06/2020 | 08/2021 |
| Sling-It Lacrosse | Belmont | CA | 06/2018 | 05/2019 |
| Hummingbird Café | Fairfax | CA | 03/2017 | 04/2018 |
| Unemployed | San Anselmo | CA | 07/2014 | 03/2017 |
| Ireland Lacrosse | Dublin | 08/2023 | 11/2023 | |
| Unemployed | San Anselmo | CA | 06/2019 | 09/2019 |
| Archie Williams High School | San Anselmo | CA | 08/2015 | 06/2019 |
| Pitzer College | Claremont | CA | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
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