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950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-11 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 09/1995 | 08/2018 |
| Fidelity Brokerage Services Llc | San Francisco | CA | 10/2018 | 12/2020 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 11/2021 | 07/2025 |
| State Street Global Advisors Trust Company | Boston | MA | 11/2021 | 07/2025 |
| Unemployed | Oakland | CA | 01/2021 | 10/2021 |
| Team Hewins, Llc | Redwood City | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-14 |
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