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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-10 |
Branch Locations
11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brownson, Rehmus & Foxworth | Menlo Park | CA | 07/2016 | 12/2019 |
| Portola Partners Group Llc | Menlo Park | CA | 01/2020 | 03/2021 |
| Ieq | Los Angeles | CA | 08/2022 | Present |
| Kellogg School Of Management | Chicago | IL | 09/2020 | 07/2022 |
| Qualcomm Ventures | San Diego | CA | 05/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-13 |
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