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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
525 Market Street, San Francisco, CA 94105 • United States
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 |
|---|---|---|---|---|
| Unemployment | Claremont | CA | 07/2016 | 06/2018 |
| Claremont Mckeanna College | Claremont | CA | 08/2022 | 05/2026 |
| East Chop Beach Club | Martha's Vineyard | MA | 06/2018 | 08/2024 |
| Werba Rubin Papier | San Jose | CA | 05/2025 | 08/2025 |
| Ieq Capital, Llc | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-15 |
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