JOHN DAVID LEWIS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with REGATTA FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| REGATTA FINANCIAL LLC | 2026-01-01 | present | Yes |
| REGATTA FINANCIAL LLC | 2024-10-11 | 2024-12-31 | — |
| PRIVATE CLIENT SERVICES, LLC | 2020-10-13 | 2023-05-09 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2017-08-16 | 2020-08-18 | — |
| GROVE POINT INVESTMENTS, LLC | 2015-11-12 | 2017-07-05 | — |
| PRUCO SECURITIES, LLC | 2014-12-23 | 2015-07-14 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-10-01 | 2014-11-01 | — |