William Patrick Dugan is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2025-02-28 | present | Yes |
| EPIQ CAPITAL GROUP, LLC | 2018-05-11 | 2025-02-21 | — |
| ICONIQ CAPITAL, LLC | 2016-11-15 | 2018-05-02 | — |