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Neha Joseph

Ieq Capital, LLC

San Francisco, CA

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 2026-08-24
  • CA RA
    APPROVED
    Since 2026-08-24

Branch Locations

525 Market Street Suite 34, 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
Lifealive Cafe Boston MA 04/2023 09/2023
Boston University Boston MA 05/2016 09/2023
Unemployed San Francisco CA 09/2023 11/2023
Ubs Financial Services San Francisco CA 11/2023 04/2025
Morgan Stanley San Francisco CA 07/2025 01/2026
Unemployed San Francisco CA 04/2025 07/2025
Unemployed San Francisco CA 01/2026 05/2026
Ieq Capital, Llc San Francisco CA 05/2026 Present
  • 04/2023 → 09/2023
    Lifealive Cafe
    Boston, MA
  • 05/2016 → 09/2023
    Boston University
    Boston, MA
  • 09/2023 → 11/2023
    Unemployed
    San Francisco, CA
  • 11/2023 → 04/2025
    Ubs Financial Services
    San Francisco, CA
  • 07/2025 → 01/2026
    Morgan Stanley
    San Francisco, CA
  • 04/2025 → 07/2025
    Unemployed
    San Francisco, CA
  • 01/2026 → 05/2026
    Unemployed
    San Francisco, CA
  • 05/2026 → Present
    Ieq Capital, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-24
  • S65 Uniform Investment Adviser Law Examination
    2026-08-24

View on SEC IAPD

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