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950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-10 |
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 |
|---|---|---|---|---|
| Team Hewins, Llc | Redwood City | CA | 03/2021 | 06/2023 |
| Hewins Financial Advisors, Llc | Redwood City | CA | 10/2005 | 05/2018 |
| Team Hewins, Llc | Redwood Cirty | CA | 06/2018 | 02/2021 |
| Team Hewins, Llc | Redwood City | CA | 06/2023 | Present |
The Russian Center of San Francisco; non-investment related; 2460 Sutter St, San Francisco, CA 94115; Cultural Center; Board Member; Start date 5/18/2024; <5hrs/month; Participate on Board meetings that steer thedirection and activities of the cultrual center. Ownership of annual festival event & planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-12 |
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