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950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-12 |
Branch Locations
950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshfield Clinic Health System | Marshfield | WI | 03/2019 | 10/2021 |
| Menards | Marshfield | WI | 03/2020 | 07/2020 |
| Kwik Trip | La Crosse | WI | 03/2021 | 01/2022 |
| Team Hewins | Redwood City | CA | 02/2022 | 02/2026 |
| Stifel Finacial Corp. | La Crosse | WI | 03/2021 | 06/2021 |
| University Of Wisconsin - Marshfield/Wood County | Marshfield | WI | 09/2017 | 11/2018 |
| Viterbo University | La Crosse | WI | 09/2021 | 12/2021 |
| University Of Wisconsin - Marshfield/Wood County | Marshfield | WI | 05/2017 | 12/2018 |
| Sayfol High School | Kuala Lumpur | 08/2012 | 03/2017 | |
| Viterbo University | La Crosse | WI | 08/2019 | 12/2021 |
| Team Hewins | Redwood City | CA | 02/2026 | 07/2026 |
| Team Hewins | Redwood City | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
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