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RIA / WealthAdvisor23 years in industry

ELIZABETH ANN MURRELL

Advisor at IEQ CAPITAL, LLC

FOSTER CITY, CA

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Search this name across graphsid dfx:ria:0feb18df-263b-ba98-a52f-9b459e0c83e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 19, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IEQ CAPITAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 12, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 12, 2002
First registration: Nov 19, 2002
Dual registered: no
Other names: BETH GUCZWA|ELIZABETH ANN GUCZWA|BETH MURRELL
IAPD individual key: 2863424

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IEQ CAPITAL, LLC	Independent wealth	Nov 16, 2023	n/a	yes	FOSTER CITY, CA	Current employment
SEPIO CAPITAL, LP	Independent wealth	Jan 26, 2023	Nov 14, 2023	no	ALAMO, CA\|SALT LAKE CITY, UT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 13, 2015	Nov 12, 2021	no	SAN LEANDRO, CA\|WALNUT CREEK, CA\|SAN FRANCISCO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Nov 5, 2010	Nov 5, 2015	no	WALNUT CREEK, CA\|Walnut Creek, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 19, 2002	Nov 9, 2010	no	WALNUT CREEK, CA\|WALNUT CREEK, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEPIO CAPITAL, LP	IEQ CAPITAL, LLC	Nov 14, 2023	Nov 16, 2023	2	Firm change	RIA to RIA
WELLS FARGO ADVISORS	SEPIO CAPITAL, LP	Nov 12, 2021	Jan 26, 2023	440	Firm change after gap	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Nov 5, 2015	Nov 13, 2015	8	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Nov 9, 2010	Nov 5, 2010	-4	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:19616:CA:2015-11-05	Nov 5, 2015	Nov 13, 2015	WALNUT CREEK, CA	Firm change

Relationships

Registered with (5)

→ IEQ CAPITAL, LLCRegistered adviserregistration: current employment
Nov 16, 2023 to presentfactForm ADV
→ SEPIO CAPITAL, LPRegistered adviserregistration: previous registration
Jan 26, 2023 to Nov 14, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 13, 2015 to Nov 12, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 5, 2010 to Nov 5, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 19, 2002 to Nov 9, 2010factForm ADV

Dated events

Occurred
Nov 14, 2023
Advisor changed firm
Elizabeth Ann Murrell left Sepio Capital, Lp for Ieq Capital, Llc (registered 2023-11-16)
Form ADVobserved 5 days ago