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1611 East Millbrook Road, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewis Financial Management | Raleigh | NC | 02/1984 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 03/2013 | Present |
-1- LEWIS FINANCIAL MANAGEMENT, LLC - INVESTMENT RELATED; 1611 EAST MILLBROOK ROAD RALEIGH, NC 27609; REGISTERED INVESTMENT ADVISER; PARTNER; 03/04/2003; 120 HOURS/MONTH, 110 DURING TRADING; CLIENT SERVICES AND ADMINISTRATIVE FUNCTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
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