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Inactive

Rachael Catherine Grattan

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 2018-06-04
  • FL RA
    APPROVED
    Since 2018-06-04

Branch Locations

2255 Glades Road 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
Adam Financial Associates, Inc. Boca Raton FL 02/2013 02/2018
Hewins Financial Advisors, Llc Boca Raton FL 02/2018 06/2018
Team Hewins, Llc Boca Raton FL 05/2018 12/2018
Team Hewins Boca Raton FL 01/2019 Present
  • 02/2013 → 02/2018
    Adam Financial Associates, Inc.
    Boca Raton, FL
  • 02/2018 → 06/2018
    Hewins Financial Advisors, Llc
    Boca Raton, FL
  • 05/2018 → 12/2018
    Team Hewins, Llc
    Boca Raton, FL
  • 01/2019 → Present
    Team Hewins
    Boca Raton, FL
Previous Registrations
  • 2018-03-15 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Boca Raton, FL
    Milwaukee, WI
  • 2016-12-05 → 2018-02-17
    Adam Financial Associates Inc
    Boca Raton, FL
Designations

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

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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