Best Investors Account Sign in
Inactive

Deborah Ann Peri

Team Hewins, LLC

Foster City, CA

Claim This Profile
Current Employers
Team Hewins, Llc

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-03
  • CA RA
    APPROVED
    Since 2024-07-03

Branch Locations

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Curran & Lewis Investment Management, Inc. Redwood City CA 03/2005 09/2020
Redwood Park Advisors, Llc Redwood City CA 09/2020 07/2024
Team Hewins, Llc Redwood City CA 07/2024 Present
  • 03/2005 → 09/2020
    Curran & Lewis Investment Management, Inc.
    Redwood City, CA
  • 09/2020 → 07/2024
    Redwood Park Advisors, Llc
    Redwood City, CA
  • 07/2024 → Present
    Team Hewins, Llc
    Redwood City, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-19
S63 Uniform Securities Agent State Law Examination 2001-10-08
  • S65 Uniform Investment Adviser Law Examination
    2002-12-19
  • S63 Uniform Securities Agent State Law Examination
    2001-10-08
Designations
Other Names
  • Deborah Ann Peri
  • Deborah Ann Peri-Clendenin

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

More in Foster City, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor