LEWIS JAMES WILLIAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEWIS JAMES WILLIAM appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LEWIS ASSET MANAGEMENT, LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | LAFAYETTE, CA |
| — | Form ADV | SHAMROCK ASSET MANAGEMENT LLC | MEMBER | DALLAS, TX |
| — | Form ADV | RETIREMENT ADVISORS OF AMERICA INC | CHAIRMAN | DALLAS, TX |
| — | Form ADV | ASSETCOUNSELORS COM LLC | CHAIRMAN | DALLAS, TX |
| — | Form ADV | SCHUYLKILL CAPITAL MANAGEMENT, LLC | CHAIRMAN | PHILADELPHIA, PA |