David Lewis is an investment adviser representative (IAR) with state registration records since 2020, appearing at 7 firms. Currently registered with VELBRIDGE WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VELBRIDGE WEALTH ADVISORS LLC | 2025-07-09 | present | Yes |
| MML INVESTORS SERVICES, LLC | 2024-08-09 | 2025-07-02 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2024-05-09 | 2024-08-13 | — |
| PRUCO SECURITIES, LLC | 2023-10-18 | 2024-03-27 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2022-09-27 | 2023-10-13 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2022-04-29 | 2022-09-14 | — |
| PRUCO SECURITIES, LLC | 2022-03-11 | 2022-04-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-05-27 | 2021-12-23 | — |