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3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-12 |
| GA | RA | APPROVED | 2026-08-07 |
| IL | RA | APPROVED | 2026-08-07 |
| MO | RA | APPROVED | 2026-08-07 |
| KY | RA | APPROVED | 2025-07-15 |
| NM | RA | APPROVED | 2025-07-14 |
| WI | RA | APPROVED | 2024-05-23 |
| MI | RA | APPROVED | 2023-08-11 |
| SC | RA | APPROVED | 2022-07-06 |
| NY | RA | APPROVED | 2022-06-27 |
| KS | RA | APPROVED | 2021-05-27 |
| UT | RA | APPROVED | 2021-05-25 |
| WA | RA | APPROVED | 2021-05-25 |
| OR | RA | APPROVED | 2020-09-08 |
| NC | RA | APPROVED | 2020-07-23 |
| ID | RA | APPROVED | 2020-07-21 |
| PA | RA | APPROVED | 2020-07-21 |
| NV | RA | APPROVED | 2020-05-27 |
| TX | RA | APPROVED_RES | 2020-05-12 |
| VA | RA | APPROVED | 2016-03-08 |
| AZ | RA | APPROVED | 2015-05-14 |
| CO | RA | APPROVED | 2015-05-08 |
| HI | RA | APPROVED | 2015-04-30 |
| CA | RA | APPROVED | 2005-08-25 |
Branch Locations
1001 Dove Street, Suite 160, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jdl Securities Corporation | Newport Beach | CA | 08/2004 | Present |
| J. Derek Lewis & Associates, Inc. | Newport Beach | CA | 05/2005 | Present |
| Kelly A. Dunagan, Jr. | Newport Beach | CA | 04/2009 | Present |
ACCIDENT/HEALTH, LIFE, DISABILITY, AND VARIABLE CONTRACTS INSURANCE AGENT AFFILIATED WITH J.DEREK LEWIS & ASSOCIATES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-08 |
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