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3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-10 |
| KS | RA | APPROVED | 2025-03-07 |
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2014-05-19 |
Branch Locations
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jdl Securities Corporation | Newport Beach | CA | 01/2008 | Present |
| J. Derek Lewis & Associates | Newport Beach | CA | 05/2008 | Present |
| Greenleaf & Associates Dba | Fort Worth | TX | 09/2010 | Present |
CHIEF FINANCIAL OFFICER, J. DEREK LEWIS & ASSOCIATES, INC., A REGISTERED INVESTMENT ADVISER FIRM. OWNER, GREENLEAF & ASSOCIATES DBA, BOOKKEEPING AND FINANCIAL STATEMENTS PREPARATION (NON-SECURITIES RELATED)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-01 |
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