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Inactive

Kade Merrill

Ieq Capital, LLC

Dallas, TX

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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 2025-12-05
  • CA RA
    APPROVED
    Since 2025-12-05

Branch Locations

3131 Mckinney Ave, Dallas, TX 75204 • 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
Jersey Mikes Southlake TX 01/2020 08/2020
Full Time Education Denton TX 08/2020 05/2021
Full Time Education Grapevine TX 01/2014 01/2020
City Of Grapevine Grapevine TX 05/2021 09/2021
Full Time Education Denton TX 08/2021 05/2022
Fisher59 Denton TX 05/2022 12/2022
Lululemon Fort Worth TX 07/2021 01/2022
Full Time Education Denton TX 08/2022 05/2023
Charles Schwab & Co., Inc. Westlake TX 06/2023 09/2025
Ieq Dallas TX 11/2025 Present
  • 01/2020 → 08/2020
    Jersey Mikes
    Southlake, TX
  • 08/2020 → 05/2021
    Full Time Education
    Denton, TX
  • 01/2014 → 01/2020
    Full Time Education
    Grapevine, TX
  • 05/2021 → 09/2021
    City Of Grapevine
    Grapevine, TX
  • 08/2021 → 05/2022
    Full Time Education
    Denton, TX
  • 05/2022 → 12/2022
    Fisher59
    Denton, TX
  • 07/2021 → 01/2022
    Lululemon
    Fort Worth, TX
  • 08/2022 → 05/2023
    Full Time Education
    Denton, TX
  • 06/2023 → 09/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2025 → Present
    Ieq
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-21
S63 Uniform Securities Agent State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2025-10-21
  • S63 Uniform Securities Agent State Law Examination
    2024-09-18

View on SEC IAPD

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