# JOHN DAVID LEWIS

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [REGATTA FINANCIAL LLC](https://search.stillhousedata.com/firm/333067) | 2026-01-01 | present | Yes |
| [REGATTA FINANCIAL LLC](https://search.stillhousedata.com/firm/333067) | 2024-10-11 | 2024-12-31 | — |
| [PRIVATE CLIENT SERVICES, LLC](https://search.stillhousedata.com/firm/120222) | 2020-10-13 | 2023-05-09 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2017-08-16 | 2020-08-18 | — |
| [GROVE POINT INVESTMENTS, LLC](https://search.stillhousedata.com/firm/1763) | 2015-11-12 | 2017-07-05 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2014-12-23 | 2015-07-14 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-10-01 | 2014-11-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2151234)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2151234.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.