Best Investors Account Sign in
Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-16
  • CA RA
    APPROVED
    Since 2026-08-16

Branch Locations

525 Market Street 34Th Floor, San Francisco, CA 94105 • 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
United States Marine Corps Quantico VA 05/2016 06/2026
Ieq Capital, Llc San Francisco CA 08/2026 Present
  • 05/2016 → 06/2026
    United States Marine Corps
    Quantico, VA
  • 08/2026 → Present
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-06
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06

View on SEC IAPD

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor