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Inactive

Ka-Tye Koo

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 2018-05-29
  • CA RA
    APPROVED
    Since 2018-05-29

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
Team Hewins, Llc Redwood City CA 06/2018 10/2018
Team Hewins, Llc Redwood City CA 11/2018 05/2021
Team Hewins, Llc Redwood City CA 05/2021 06/2023
Hewins Financial Advisors, Llc Redwood City CA 06/2016 06/2018
Team Hewins, Llc Redwood City CA 06/2023 Present
Previous Registrations
  • 2014-01-13 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-06
  • S65 Uniform Investment Adviser Law Examination
    2013-05-06

View on SEC IAPD

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