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Inactive

Kristin N Lewis

Colony Family Offices, LLC

Charlotte, NC

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Current Employers
Colony Family Offices, Llc

4250 Congress Street Suite 175, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-02-03
  • NC RA
    APPROVED
    Since 2020-02-03

Branch Locations

4250 Congress Street Suite 175, Charlotte, NC 28209 • 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
Queens Oak Advisors Charlotte NC 04/2011 01/2020
Colony Family Offices, Llc Charlotte NC 01/2020 Present
Previous Registrations
  • 2011-04-28 → 2020-01-17
    Queens Oak Advisors
    Charlotte, NC
Designations

View on SEC IAPD

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