# David Lewis

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VELBRIDGE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/337634) | 2025-07-09 | present | Yes |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2024-08-09 | 2025-07-02 | — |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2024-05-09 | 2024-08-13 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2023-10-18 | 2024-03-27 | — |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2022-09-27 | 2023-10-13 | — |
| [THRIVENT INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/18387) | 2022-04-29 | 2022-09-14 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2022-03-11 | 2022-04-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2020-05-27 | 2021-12-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2769530)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2769530.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.