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Patrice Margaret Cresci Hornung

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
FL RA APPROVED 2018-06-01
CA RA APPROVED 2018-05-29
  • FL RA
    APPROVED
    Since 2018-06-01
  • 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 05/2018 04/2021
Hewins Financial Advisors, Llc Redwood City CA 03/2015 06/2018
Team Hewins, Llc Redwood City CA 04/2021 02/2025
Team Hewins, Llc Redwood City CA 03/2025 Present
Previous Registrations
  • 2009-01-26 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
  • 2012-05-08 → 2013-07-03
    Wipfli Hewins Investment Advisors Llc
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-13
  • S65 Uniform Investment Adviser Law Examination
    2009-01-13
Designations
Other Names
  • Patrice Margaret Cresci
  • Patrice Cresci

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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