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Adam Geoffrey Lewis

Pathstone

Englewood, NJ

Bellevue, WA

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-11-02
  • WA RA
    APPROVED
    Since 2020-11-02

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

225 - 108Th Avenue Ne Suite 400, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathstone Bellevue WA 10/2020 Present
Cornerstone Advisors Inc Bellevue WA 06/2019 09/2020
Cornerstone Advisors Inc Bellevue WA 01/2015 05/2019
  • 10/2020 → Present
    Pathstone
    Bellevue, WA
  • 06/2019 → 09/2020
    Cornerstone Advisors Inc
    Bellevue, WA
  • 01/2015 → 05/2019
    Cornerstone Advisors Inc
    Bellevue, WA
Previous Registrations
  • 2012-01-05 → 2020-09-30
    Cornerstone Advisors Inc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-26
S66 Uniform Combined State Law Examination 2008-02-22
S63 Uniform Securities Agent State Law Examination 2007-11-30
  • S65 Uniform Investment Adviser Law Examination
    2011-07-26
  • S66 Uniform Combined State Law Examination
    2008-02-22
  • S63 Uniform Securities Agent State Law Examination
    2007-11-30
Designations

View on SEC IAPD

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