DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at IEQ CAPITAL, LLC
FOSTER CITY, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IEQ CAPITAL, LLC | Independent wealth | Jun 7, 2019 | n/a | yes | FOSTER CITY, CA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Jan 14, 2013 | Jun 4, 2019 | no | SAN FRANCISCO, CA|MENLO PARK, CA|Palo Alto, CA | Previous registration |
| LUMINOUS CAPITAL, LLC | Former SEC adviser | Mar 15, 2011 | Feb 1, 2013 | no | PORTOLA VALLEY, CA|MENLO PARK, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | IEQ CAPITAL, LLC | Jun 4, 2019 | Jun 7, 2019 | 3 | Firm change | Ibd to new firm |
| LUMINOUS CAPITAL, LLC | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Feb 1, 2013 | Jan 14, 2013 | -18 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:301819:CA:2019-06-04 | Jun 4, 2019 | Jun 7, 2019 | PALO ALTO, CA | Firm change |