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Brendan Patrick Casey

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
CA RA APPROVED 2026-07-20
TX RA APPROVED 2026-07-20
  • CA RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-20

Branch Locations

3131 Mckinney Ave, Dallas, TX 75204 • 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
Unemployed Dallas TX 04/2016 11/2016
Soar! United Dallas TX 11/2016 05/2017
Unemployed Dallas TX 05/2017 02/2021
Cain & Abel's Bar And Grill Austin TX 02/2021 08/2022
Edge Realty Partners Dallas TX 06/2021 08/2021
Alphasights San Francisco CA 08/2022 03/2023
Unemployed Dallas TX 03/2023 07/2023
Nasdaq Dallas TX 07/2023 08/2024
Georgetown University Washington DC 08/2024 06/2025
Socorro Asset Management Dallas TX 06/2025 09/2025
Tecovas Dallas TX 10/2025 01/2026
Unemployed Dallas TX 01/2026 04/2026
Ieq Capital, Llc Dallas TX 04/2026 Present
  • 04/2016 → 11/2016
    Unemployed
    Dallas, TX
  • 11/2016 → 05/2017
    Soar! United
    Dallas, TX
  • 05/2017 → 02/2021
    Unemployed
    Dallas, TX
  • 02/2021 → 08/2022
    Cain & Abel's Bar And Grill
    Austin, TX
  • 06/2021 → 08/2021
    Edge Realty Partners
    Dallas, TX
  • 08/2022 → 03/2023
    Alphasights
    San Francisco, CA
  • 03/2023 → 07/2023
    Unemployed
    Dallas, TX
  • 07/2023 → 08/2024
    Nasdaq
    Dallas, TX
  • 08/2024 → 06/2025
    Georgetown University
    Washington, DC
  • 06/2025 → 09/2025
    Socorro Asset Management
    Dallas, TX
  • 10/2025 → 01/2026
    Tecovas
    Dallas, TX
  • 01/2026 → 04/2026
    Unemployed
    Dallas, TX
  • 04/2026 → Present
    Ieq Capital, Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-18
  • S65 Uniform Investment Adviser Law Examination
    2026-07-18

View on SEC IAPD

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