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Inactive

Derek Lee Ackerman

Ieq Capital, LLC

Foster City, CA

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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 2026-07-08
  • CA RA
    APPROVED
    Since 2026-07-08

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
N/A Half Moon Bay CA 06/2016 09/2016
Santa Clara University Santa Clara CA 09/2016 06/2017
Nginx, Inc San Francisco CA 06/2017 09/2017
Santa Clara University Santa Clara CA 09/2017 06/2018
Paypal San Jose CA 06/2018 09/2018
Santa Clara University Santa Clara CA 09/2018 06/2019
Dackerman Sports Llc Half Bay Moon CA 06/2019 06/2024
Bordeaux Wealth Advisors Menlo Park CA 06/2024 07/2025
Focus Partners Wealth, Llc St. Louis MO 07/2025 06/2026
Ieq Capital, Llc Foster City CA 06/2026 Present
  • 06/2016 → 09/2016
    N/A
    Half Moon Bay, CA
  • 09/2016 → 06/2017
    Santa Clara University
    Santa Clara, CA
  • 06/2017 → 09/2017
    Nginx, Inc
    San Francisco, CA
  • 09/2017 → 06/2018
    Santa Clara University
    Santa Clara, CA
  • 06/2018 → 09/2018
    Paypal
    San Jose, CA
  • 09/2018 → 06/2019
    Santa Clara University
    Santa Clara, CA
  • 06/2019 → 06/2024
    Dackerman Sports Llc
    Half Bay Moon, CA
  • 06/2024 → 07/2025
    Bordeaux Wealth Advisors
    Menlo Park, CA
  • 07/2025 → 06/2026
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 06/2026 → Present
    Ieq Capital, Llc
    Foster City, CA
Previous Registrations
  • 2025-07-01 → 2026-07-02
    Focus Partners Wealth, Llc
    Menlo Park, CA
  • 2024-10-21 → 2025-10-03
    Bordeaux Wealth Advisors
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-21
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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