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Roger Colburn Hewins

Team Hewins, LLC

Foster City, CA

Boca Raton, FL

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Current Employers
Team Hewins, Llc

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-10-16
CA RA APPROVED 2018-05-29
TX RA APPROVED 2018-05-29
  • FL RA
    APPROVED
    Since 2018-10-16
  • CA RA
    APPROVED
    Since 2018-05-29
  • TX RA
    APPROVED
    Since 2018-05-29

Branch Locations

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

2255 Glades Road Suite 210-E, Boca Raton, FL 33431 • 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
Wipfli Hewins Investment Advisors, Llc Redwood City CA 07/2000 05/2018
Hewins Financial Advisors, Llc Boca Raton FL 10/1999 06/2018
Team Hewins, Llc Boca Raton FL 05/2018 05/2023
Team Hewins, Llc Boca Raton FL 06/2023 Present
  • 07/2000 → 05/2018
    Wipfli Hewins Investment Advisors, Llc
    Redwood City, CA
  • 10/1999 → 06/2018
    Hewins Financial Advisors, Llc
    Boca Raton, FL
  • 05/2018 → 05/2023
    Team Hewins, Llc
    Boca Raton, FL
  • 06/2023 → Present
    Team Hewins, Llc
    Boca Raton, FL
Previous Registrations
  • 2000-05-02 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Foster City, CA
    Milwaukee, WI
    Redwood City, CA
  • 2001-04-20 → 2013-07-03
    Wipfli Hewins Investment Advisors Llc
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-25
  • S65 Uniform Investment Adviser Law Examination
    2000-07-25
Other Names
  • Roger Hewins

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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