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Inactive

Margaret Elizabeth Avery

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 2026-03-20
  • CA RA
    APPROVED
    Since 2026-03-20

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
Full Time Education Wilmette IL 08/2014 05/2018
Unemployed Lake Forest IL 05/2018 09/2018
Full Time Education Santa Clara CA 09/2018 01/2019
Sodexo Glencoe IL 06/2019 09/2019
Valley Sports Camp San Jose CA 01/2019 06/2022
Santa Clara University Santa Clara CA 09/2021 06/2022
San Jose Sharks San Jose CA 07/2022 05/2023
Ritz-Carlton Half Moon Bay Half Moon Bay CA 05/2023 09/2024
Ritz-Carlton Half Moon Bay Half Moon Bay CA 09/2024 09/2025
Unemployed San Francisco CA 09/2025 03/2026
Team Hewins, Llc Foster City CA 03/2026 Present
  • 08/2014 → 05/2018
    Full Time Education
    Wilmette, IL
  • 05/2018 → 09/2018
    Unemployed
    Lake Forest, IL
  • 09/2018 → 01/2019
    Full Time Education
    Santa Clara, CA
  • 06/2019 → 09/2019
    Sodexo
    Glencoe, IL
  • 01/2019 → 06/2022
    Valley Sports Camp
    San Jose, CA
  • 09/2021 → 06/2022
    Santa Clara University
    Santa Clara, CA
  • 07/2022 → 05/2023
    San Jose Sharks
    San Jose, CA
  • 05/2023 → 09/2024
    Ritz-Carlton Half Moon Bay
    Half Moon Bay, CA
  • 09/2024 → 09/2025
    Ritz-Carlton Half Moon Bay
    Half Moon Bay, CA
  • 09/2025 → 03/2026
    Unemployed
    San Francisco, CA
  • 03/2026 → Present
    Team Hewins, Llc
    Foster City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-05
Other Names
  • Maggie Elizabeth Avery
  • Maggie Avery

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

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DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

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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