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950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-18 |
| CA | RA | APPROVED | 2021-08-12 |
Branch Locations
20200 W Dixie Hwy Suite 1009, Miami, FL 33180 • United States
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 |
|---|---|---|---|---|
| The Lubitz Financial Group | Miami | FL | 01/2015 | 07/2021 |
| Team Hewins, Llc | Miami | FL | 08/2021 | Present |
1-JEWISH COMMUNITY FOUNDATION; TRUSTEE AND JEWISH FEDERATION BROWARD COUNTY ADVISORY PHILANTHROPY initiative CHAIR; NON-PROFIT - CHARITABLE ORGANIZATION; START DATE 07/01/2022; NO COMPENSATION 2-PROVISORS PROFESSIONAL NETWORKING ORGANIZATION, AVENTURA 1 GROUP LEADER; PROFESSIONAL ORGANIZATION; START DATE 02/01/2024; NO COMPENSATION 3-GREATER BOCA RATON ESTATE PLANNING COUNCIL, BOARD OF DIRECTORS - VP MEMBERSHIP; PROFESSIONAL/NON-PROFIT ORGANIZATION; STATE DATE 07/01/2023; NO COMPENSATION 4-COLLABORATIVE FAMILY LAW INSTITUTE (CFLI) MIAMI BOARD OF DIRECTORS, TREASURER; 5-THE NATIONAL FINANCIAL EDUCATION COUNCIL FLORIDA ADVISORY BOARD, NON-PROFIT ORGANIZATION; START DATE 10/01/2023; NO COMPENSATION 6-AVENTURA TURNBERRY JEWISH CENTER - BOARD OF DIRECTORS; CHARITABLE, NON-PROFIT ORGANIZATION; START DATE: 09/01/2025; NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-04 |
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