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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
525 Market Street Suite 11, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | San Francisco | CA | 09/2023 | 11/2024 |
| Mariner Wealth Advisors | Highlands Ranch | CO | 12/2022 | 05/2023 |
| Berkadia Commercial Mortgage | Denver | CO | 05/2022 | 08/2022 |
| University Of Colorado, Boulder Business Research Division | Boulder | CO | 12/2019 | 12/2021 |
| University Of Colorado, Boulder Leeds School Of Business | Boulder | CO | 08/2020 | 12/2020 |
| Waterway Carwash And Gas | Denver | CO | 06/2018 | 12/2018 |
| Denver East High School | Denver | CO | 06/2015 | 05/2019 |
| University Of Colorado | Boulder | CO | 10/2019 | 05/2023 |
| International School Of Denver | Denver | CO | 06/2021 | 08/2021 |
| Ieq Capital, Llc | San Francisco | CA | 04/2026 | Present |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 11/2024 | 04/2026 |
| Unemployed | Denver | CO | 05/2019 | 08/2019 |
| Unknown | Denver | CO | 05/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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