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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
11601 Wilshire Blvd Suite 1500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington | Seattle | WA | 09/2021 | 06/2022 |
| University Of Washington - Center For Sales/Marketing Strategy | Seattle | WA | 06/2019 | 08/2020 |
| Amazon | Seattle | WA | 01/2022 | 03/2022 |
| University Of Washington | Seattle | WA | 09/2018 | 06/2022 |
| Seattle Tennis Club | Seattle | WA | 05/2019 | 08/2019 |
| Laurelhurst Beach Club | Seattle | WA | 06/2016 | 08/2018 |
| Smartsheet | Seattle | WA | 04/2022 | 06/2022 |
| Kbc Advisors | Seattle | WA | 04/2021 | 09/2021 |
| Seattle Preparatory High School | Seattle | WA | 09/2014 | 06/2018 |
| Goldman Sachs | New York | NY | 09/2022 | 07/2026 |
| Ieq Capital, Llc | Los Angeles | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-05 |
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