Charles Maxwell Funk

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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-16
PA	RA	APPROVED	2026-08-16

CA RA
APPROVED

Since 2026-08-16
PA RA
APPROVED

Since 2026-08-16

Branch Locations

Blue Bell, PA • 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

Organization	City	State	From	To
Goldman Sachs	New York	NY	06/2013	07/2026
Ieq Capital, Llc	Blue Bell	PA	07/2026	Present

06/2013 → 07/2026

Goldman Sachs

New York, NY
07/2026 → Present

Ieq Capital, Llc

Blue Bell, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-10
S63	Uniform Securities Agent State Law Examination	2009-02-12

S66 Uniform Combined State Law Examination

2013-08-10
S63 Uniform Securities Agent State Law Examination

2009-02-12

Designations

Other Names

Charles Funk

View on SEC IAPD

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