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.

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

Sep 21, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S63|S66

First exam

Sep 21, 2006

First registration

Sep 30, 2013

Dual registered

no

Other names

ADAM BRECKENRIDGE BEARD|BEARD BRECKENRIDGE ADAM BRECKENRIDGE

IAPD individual key

2642691

• Occurred

  May 26, 2023
  Advisor changed firm

  Adam Breckenridge Beard left J.P. Morgan Private Wealth Advisors Llc for Ieq Capital, Llc (registered 2023-05-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7eb02b34-5c93-cc16-4378-7e4e01a19ebc

First observed

Sep 30, 2013

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.