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Inactive

Munib Maher Zabaneh

Ieq Capital, LLC

Foster City, CA

CRD 7852612

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Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-20
  • CA RA
    APPROVED
    Since 2024-05-20

Branch Locations

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
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
  • 10/2023 → Present
    Foster City, CA
  • 08/2022 → Present
    E2K
    San Francisco, CA
  • 09/2019 → 06/2023
    Santa Clara University
    Santa Clara, CA
  • 06/2022 → 08/2022
    Next Play Capital
    Redwood City, CA
  • 01/2022 → 03/2022
    J.R. Financial & Insurance Services
    Santa Clara, CA
  • 01/2021 → 10/2021
    Wilco Source
    Santa Clara, CA
  • 09/2015 → 06/2019
    St. Francis High School
    Mountain View, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-20

View on SEC IAPD

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