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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Ieq Capital, Llc | Foster City | CA | 10/2023 | Present |
| E2K | San Francisco | CA | 08/2022 | Present |
| Santa Clara University | Santa Clara | CA | 09/2019 | 06/2023 |
| Next Play Capital | Redwood City | CA | 06/2022 | 08/2022 |
| J.R. Financial & Insurance Services | Santa Clara | CA | 01/2022 | 03/2022 |
| Wilco Source | Santa Clara | CA | 01/2021 | 10/2021 |
| St. Francis High School | Mountain View | CA | 09/2015 | 06/2019 |
E2K: Not investment related 445 North Whisman Road, Suite 100 Mountain View, California 94043, USA Events and entertainment Touchdown Team Seasonal August 1, 2022 ~8 hours/month 0 Work occasional San Francisco 49ers gamedays on Sunday at Levi's Stadium as Flag Runner, does not conflict with IEQ Capital role
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
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