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Isaac R. Porter

AQ TECHNOLOGY PARTNERS LLC
Redwood City, CA 94065
Some features on this profile are disabled
CRD#: 6689971
IP

Professional summary

Isaac Ralph Porter, who also goes by Isaac Ralph Porter, Isaac Porter, is a registered financial professional currently at AQ TECHNOLOGY PARTNERS LLC located in Redwood City, California.

Isaac is registered as a RR (Registered Representative) and started their career in finance in 2016. Isaac has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Isaac Ralph Porter | Isaac Porter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Isaac Ralph Porter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 19, 2025 - Present

AQ TECHNOLOGY PARTNERS LLC

Office #1: 203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
BD
CRD#: 304996
Redwood City, CA
Past

July 29, 2019 - July 25, 2025

CANACCORD GENUITY LLC

BD
CRD#: 1020
BOSTON, MA
Past

October 28, 2016 - May 20, 2019

M&T SECURITIES, INC.

BD
CRD#: 17358
Balitmore, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/19/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/21/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 10/28/2016
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AT
AQ TECHNOLOGY PARTNERS LLC
AQ TECHNOLOGY PARTNERS LLC

CRD#: 304996 / SEC#: , 8-70378

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
Mailing Address
203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
Phone number
+1 (650) 609-3100
Established
California since 03/18/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
AQ HOLDINGS, LLCOWNER
BENNETT, CHRISTIAN ANTHONYPRINCIPAL4862477
JUILIANO, COLLEEN JANEFINOP4818898
MANION, PATRICK CONORMANAGING MEMBER5184871
SACHSE, MATTHEW ALLANPRESIDENT & CCO4845930

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AQ TECHNOLOGY PARTNERS LLC

CRD#: 304996Redwood City, CA 94065

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