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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | St. Louis | MO | 06/2017 | 09/2022 |
| Washington University In St. Louis | St. Louis | MO | 08/2013 | 05/2017 |
| Kestra Investment Services, Llc | Austin | TX | 09/2022 | 06/2025 |
| Kestra Investment Management, Llc | Austin | TX | 09/2022 | 08/2025 |
| Ieq Capital | San Francisco | CA | 08/2025 | Present |
PM DALLAS AUSTIN US FUND LLC 16192 Coastal Hwy, Lewes, DE, 19958 whether the business is investment-related: Yes Investments in Texas multi-family residential complex your position: Limited Partner title, or relationship with the other business: Limited Partner the start date of your relationship: 12/2021 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: I am a limited partner with no duties to this business. SMONIS HOLDINGS LLC whether the business is investment-related: Yes 47 North Dr, Great Neck, NY, 11021 Investments pre-IPO shares of Databrick your position: Limited Partner title, or relationship with the other business: Limited Partner the start date of your relationship: 07/2023 the approximate number of hours/month you devote to the other business: 0 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: I am a limited partner with no duties to this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
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