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950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-01 |
| CA | RA | APPROVED | 2018-05-29 |
Branch Locations
950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
20200 W Dixie Hwy Suite 1009, Miami, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hewins Financial Advisors, Llc | Miami | FL | 01/2005 | 06/2018 |
| Team Hewins, Llc | Miami | FL | 05/2018 | Present |
DIRECTOR OF THE SHEPARD BROAD FOUNDATION (A PRIVATE FAMILY FOUNDATION) 4400 BISCAYNE BLVD #514, MIAMI FL 33137. SPEND APPROX. 3-5 HOURS/WEEK OVERSEEING THE OPERATIONS OF THE FOUNDATION INCLUDING GRANT MAKING AND INVESTMENTS. STARTED ON MAY 11, 1996. OWNER AND DIRETOR OF BROAD-BUSSEL ENTERPRISES, INC. THIS CORPORATION IS THE GENERAL PARTNER OF BROAD-BUSSEL FAMILY LTD. PARTNERSHIP -- A FAMILY PARTNERSHIP THAT DOES NOT HAVE AND NEVER HAS SOLICITED OUTSIDE (OF FAMILY) PARTNERS. THE CORPORATE GENERAL PARTNER OVERSEES THE INVESTMENTS OF THE PARTNERSHIP. SPEND 3-5 HOURS/WEEK ON THE ACTIVITIES AND INVESTMENTS OF THE PARTNERSHIP. STARTED IN APRIL 29, 1997. THE CORPORATION AND PARTNERSHIP ARE LOCATED AT 10228 GOVERNORS DRIVE, CHAPEL HILL, NC 27514.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-12 |
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