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Inactive

Clarice M Nolet

Team Hewins, LLC

Foster City, CA

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Current Employers
Team Hewins, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-08-12
  • CA RA
    APPROVED
    Since 2019-08-12

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
Wealth Architects, Llc Mountain View CA 01/2014 01/2018
Team Hewins, Llc Redwood City CA 08/2019 Present
Sabbatical Los Altos CA 02/2018 07/2019
Previous Registrations
  • 2014-02-18 → 2019-03-25
    Wealth Architects, Llc
    Mountain View, CA
  • 2008-06-04 → 2014-01-16
    Opes Advisors, Inc.
    Cupertino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-03
  • S65 Uniform Investment Adviser Law Examination
    2008-06-03
Designations

View on SEC IAPD

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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

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