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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emory University - Goizueta Business School | Atlanta | GA | 01/2024 | 05/2024 |
| Dotcom Weavers Solutions | Morristown | NJ | 05/2022 | 08/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2024 | 01/2026 |
| Unemployed | Allentown | PA | 07/2014 | 05/2019 |
| Unemployed | Atlanta | GA | 09/2022 | 06/2023 |
| Livinguard, Inc | Allentown | PA | 07/2021 | 08/2021 |
| Ernst & Young Llp/Ey-Parthenon | Atlanta | GA | 06/2023 | 08/2023 |
| Unemployed | Atlanta | GA | 09/2021 | 05/2022 |
| Unemployed | Madrid | 09/2023 | 01/2024 | |
| Brookside Country Club | Allentown | PA | 06/2019 | 01/2020 |
| Unemployed | Allentown | PA | 02/2020 | 06/2021 |
| Unemployed | Allentown | PA | 06/2024 | 07/2024 |
| Ieq Capital, Llc | San Francisco | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
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