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Amelia Jordan Goldstein

Ieq Capital, LLC

Foster City, CA

Los Angeles, 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 2025-01-21
  • CA RA
    APPROVED
    Since 2025-01-21

Branch Locations

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

11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • 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
Syracuse University Syracuse NY 08/2015 05/2019
Bloomberg Lp New York NY 07/2019 08/2022
Houlihan Lokey New York NY 08/2022 01/2024
Ieq Capital, Llc Los Angeles CA 01/2024 Present
  • 08/2015 → 05/2019
    Syracuse University
    Syracuse, NY
  • 07/2019 → 08/2022
    Bloomberg Lp
    New York, NY
  • 08/2022 → 01/2024
    Houlihan Lokey
    New York, NY
  • 01/2024 → Present
    Ieq Capital, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21
Other Names
  • Amelia Goldstein

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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