Evelyn Foo has been an investment adviser representative at Kingsbridge Wealth Management since May 2025, and is not listed among the firm’s executive officers or direct owners.
Kingsbridge Wealth Management, Inc. is a Las Vegas, NV firm with $469M under management, 52 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · 1 yearNewport Beach, CA · Adviser representative · Firm CRD 165560
Investment adviser representative registrations
Evelyn Foo is registered as an investment adviser representative in 2 states. Each was approved in May 2025.
- CaliforniaSince 1 May 2025
- TexasSince 16 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 February 2025 |
| SIE | Securities Industry Essentials Examination | 5 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7794795
- Firm
- Kingsbridge Wealth Management · CRD 165560
- Office
- 1200 Newport Center Drive, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Evelyn Foo work?
Evelyn Foo is an investment adviser representative registered through Kingsbridge Wealth Management, Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Evelyn Foo a financial advisor?
Yes. Evelyn Foo has a current investment-adviser registration in California and Texas, through Kingsbridge Wealth Management since May 2025.
How many years of experience does Evelyn Foo have?
Evelyn Foo has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Evelyn Foo passed?
Evelyn Foo has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2023.
Where is Evelyn Foo based?
Evelyn Foo’s registered office is in Newport Beach, CA.
Is Evelyn Foo registered with FINRA?
No. Evelyn Foo has no current broker registration.
How can I verify Evelyn Foo’s record?
Search CRD 7794795 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evelyn Foo’s full registration record.