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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-06-20 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hewitt Financial Services Llc | Sacramento | CA | 11/2012 | Present |
BROKER OF RECORD ON GROUP HEALTHCARE PLAN. PLAN IS THROUGH HUMANA AND CALIFORNIA CHOICE. THE BUSINESS IS NOT INVESTMENT-RELATED. RELATIONSHIP STARTED JUNE 2012. APPROXIMATE HOURS PER MONTH DEVOTED TO THE BUSINESS IS < 1 HOUR, NONE OF WHICH IS DEVOTED DURING SECURITIES TRADING HOURS. ALL PARTICIPANT WORK IS HANDLED THROUGH HUMANA AND CALIFORNIA CHOICE, AS BROKER OF RECORD MAY NEED TO HANDLE SPONSOR QUESTIONS PERIODICALLY. INDEPENDENT CONTRACTOR DOORDASH. APPROXIMATE HOURS PER WEEK DEVOTED TO THE BUSINESS IS 6-10, NONE OF WHICH IS DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-10 |
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