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Benjamin Craig Allen

Ieq Capital, LLC

Dallas, TX

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
TX RA APPROVED 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

Branch Locations

3131 Mckinney Avenue, Dallas, TX 75206 • United States

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 Foster City CA 08/2025 Present
Farther Finance Irving TX 03/2024 08/2025
Coca Cola Beverages Tampa FL 05/2023 08/2023
Hive Financial Assets Atlanta GA 05/2022 08/2022
Uga Golf Course Athens GA 08/2021 08/2023
Acansa Wealth Management Charleston SC 05/2021 08/2021
First American Bank And Trust Athens GA 05/2020 08/2020
The Westminster Summer Camp Atlanta GA 05/2019 08/2019
The Westminster Summer Camp Atlanta GA 08/2015 05/2019
Unemployed Atlanta GA 01/2024 03/2024
University Of Georgia Athens GA 08/2023 12/2023
University Of Georgia Athens GA 08/2022 05/2023
University Of Georgia Athens GA 08/2021 05/2022
University Of Georgia Athens GA 08/2020 08/2021
University Of Georgia Athens GA 08/2019 05/2020
  • 08/2025 → Present
    Ieq Capital
    Foster City, CA
  • 03/2024 → 08/2025
    Farther Finance
    Irving, TX
  • 05/2023 → 08/2023
    Coca Cola Beverages
    Tampa, FL
  • 05/2022 → 08/2022
    Hive Financial Assets
    Atlanta, GA
  • 08/2021 → 08/2023
    Uga Golf Course
    Athens, GA
  • 05/2021 → 08/2021
    Acansa Wealth Management
    Charleston, SC
  • 05/2020 → 08/2020
    First American Bank And Trust
    Athens, GA
  • 05/2019 → 08/2019
    The Westminster Summer Camp
    Atlanta, GA
  • 08/2015 → 05/2019
    The Westminster Summer Camp
    Atlanta, GA
  • 01/2024 → 03/2024
    Unemployed
    Atlanta, GA
  • 08/2023 → 12/2023
    University Of Georgia
    Athens, GA
  • 08/2022 → 05/2023
    University Of Georgia
    Athens, GA
  • 08/2021 → 05/2022
    University Of Georgia
    Athens, GA
  • 08/2020 → 08/2021
    University Of Georgia
    Athens, GA
  • 08/2019 → 05/2020
    University Of Georgia
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-13
  • S65 Uniform Investment Adviser Law Examination
    2025-02-13

View on SEC IAPD

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