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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
11601 Wilshire Blvd, Suite 460, Los Angeles, CA 90025 • United States
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mill Valley | CA | 01/2015 | 06/2022 |
| Corner Table Restaurants | New York, Ny | NY | 06/2022 | 08/2022 |
| Unemployed | Mill Valley | CA | 08/2022 | 06/2023 |
| Astor Financial Group | Mill Valley | CA | 06/2023 | 09/2023 |
| Unemployed | Mill Valley | CA | 09/2023 | 09/2024 |
| Third Bridge Group Limited | Los Angeles | CA | 09/2024 | 01/2025 |
| Third Bridge Group Limited | Los Angeles | CA | 01/2025 | 04/2025 |
| Ieq Capital, Llc | Los Angeles | CA | 05/2025 | Present |
American Key Food Products LLC 1 Reuten Drive, Closter, NJ 07624, USA Food distribution Passive shareholder in a family business the start date of your relationship: 01/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-12 |
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