Kaitlin Marie Hewell

Current Employers

Employment History

• 06/2014 → 10/2017
  National Planning Corporation
  Carlsbad, CA
• 12/2015 → 02/2025
  Financial Focus Llc
  Carlsbad, CA
• 11/2012 → Present
  Hewell Financial Group, Inc.
  Carlsbad, CA
• 10/2017 → 06/2024
  Securities America, Inc.
  Carlsbad, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Carlsbad, CA
• 12/2024 → Present
  Hewell Financial Group, Inc.
  Atascadero, CA

Previous Registrations

• 2016-01-14 → 2025-02-04
  Financial Focus Llc
  Carlsbad, CA
• 2014-07-08 → 2017-10-26
  National Planning Corporation
  Carlsbad, CA
• 2013-01-28 → 2016-07-30
  Hewell Financial Group, Inc.
  Carlsbad, CA
  Carlsbad, CA
  Carlsbad, CA
• 2009-12-03 → 2013-01-28
  Laguna Financial Group, Inc.
  Laguna Beach, CA
• 2009-01-30 → 2010-03-18
  Lpl Financial Llc
  San Luis Obispo, CA
  San Luis Obispo, CA
• 2005-02-21 → 2005-05-23
  Ameriprise Financial Services, Llc
  San Luis Obispo, CA

Other Businesses

(1) Kaitlin Hewell, Sole proprietor; Yes; Atascadero, CA; Insurance; Insurance Agent; 03/2015; 3/ HRS MO; 3/ HRS MO (2) AIRBNB RENTAL; POSITION: owner NATURE: I have a short term rentalairbnb guest house attached to my primary residence INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023; ADDRESS: 1240Pismo Street, San Luis Obispo, CA CA 93401, United States; DESCRIPTION: I receive short term rental income from airbnb property (3) Osaic Wealth, Inc.; Yes; Carlsbad, CA; Broker-Dealer; Registered Representative; 06/2024; 48 HRS MO; 48/ HRS MO

Exams

• S66 Uniform Combined State Law Examination
  2005-02-19

Designations

Other Names

• Kaitlin Marie Hewell
• Kaltlin Marie Heuell
• Kaltlin Marie Hewell