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Richard Alexander Larsen

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 2024-09-26
  • CA RA
    APPROVED
    Since 2024-09-26

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
Student Seattle WA 06/2014 06/2019
Insight Global Seattle WA 07/2019 07/2020
Insight Global Seattle WA 07/2020 01/2023
Insight Global San Francisco CA 02/2023 04/2024
Unemployed San Francisco CA 05/2024 08/2024
Team Hewins, Llc Redwood City CA 09/2024 Present
  • 06/2014 → 06/2019
    Student
    Seattle, WA
  • 07/2019 → 07/2020
    Insight Global
    Seattle, WA
  • 07/2020 → 01/2023
    Insight Global
    Seattle, WA
  • 02/2023 → 04/2024
    Insight Global
    San Francisco, CA
  • 05/2024 → 08/2024
    Unemployed
    San Francisco, CA
  • 09/2024 → Present
    Team Hewins, Llc
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-17
  • S65 Uniform Investment Adviser Law Examination
    2024-06-17
Other Names
  • Alex Larsen

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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