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Inactive

Shelby Geree Miller

Team Hewins, LLC

Boca Raton, FL

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 2020-03-04
CA RA APPROVED 2020-02-25
  • FL RA
    APPROVED
    Since 2020-03-04
  • CA RA
    APPROVED
    Since 2020-02-25

Branch Locations

2255 Glades Road Suite Suite 210-E, Boca Raton, FL 33431 • United States

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 Boca Raton FL 02/2020 Present
Dorman Financial Management Maitland FL 01/2016 07/2017
Dorman Financial Management Maitland FL 07/2017 01/2020
  • 02/2020 → Present
    Team Hewins, Llc
    Boca Raton, FL
  • 01/2016 → 07/2017
    Dorman Financial Management
    Maitland, FL
  • 07/2017 → 01/2020
    Dorman Financial Management
    Maitland, FL
Designations

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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