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Lloyd Mcclelland

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 2026-04-22
  • CA RA
    APPROVED
    Since 2026-04-22

Branch Locations

525 Market Street Suite 11, 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
First Republic Securities Company San Francisco CA 07/2021 09/2023
First Republic Bank San Francisco CA 04/2019 07/2021
Lending Club Corporation San Francisco CA 03/2016 04/2019
J.P. Morgan Securities Llc San Francisco CA 09/2023 03/2026
Ieq Capital, Llc San Francisco CA 04/2026 Present
  • 07/2021 → 09/2023
    First Republic Securities Company
    San Francisco, CA
  • 04/2019 → 07/2021
    First Republic Bank
    San Francisco, CA
  • 03/2016 → 04/2019
    Lending Club Corporation
    San Francisco, CA
  • 09/2023 → 03/2026
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 04/2026 → Present
    Ieq Capital, Llc
    San Francisco, CA
Previous Registrations
  • 2024-03-08 → 2026-03-22
    J.P. Morgan Securities Llc
    San Francisco, CA
    San Francisco, CA
    Los Angeles, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2023-05-19 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-18
  • S66 Uniform Combined State Law Examination
    2023-05-18
Other Names
  • Lloyd Mcclelland
  • Lloyd George Mcclelland

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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