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Bennett Daly Mcdermott

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 2024-08-21
  • CA RA
    APPROVED
    Since 2024-08-21

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
Ares Wealth Management Solutions Denver CO 06/2023 08/2023
Ieq Capital, Llc Foster City CA 05/2024 Present
Santa Clara University Santa Clara CA 09/2020 06/2024
Wee Burn Country Club Darien CT 05/2020 08/2023
Darien High School Darien CT 09/2016 06/2020
  • 06/2023 → 08/2023
    Ares Wealth Management Solutions
    Denver, CO
  • 05/2024 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 09/2020 → 06/2024
    Santa Clara University
    Santa Clara, CA
  • 05/2020 → 08/2023
    Wee Burn Country Club
    Darien, CT
  • 09/2016 → 06/2020
    Darien High School
    Darien, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-21

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
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