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Daniel Alan Lewis

Firm Foundation Wealth Management, LLC

Caldwell, ID

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Current Employers
Firm Foundation Wealth Management, Llc

107 S. Kimball Ave Suite 235, Caldwell, ID 83605 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-04-08
TX RA APPROVED_RES 2020-06-22
WA RA APPROVED 2018-12-11
  • ID RA
    APPROVED
    Since 2021-04-08
  • TX RA
    APPROVED_RES
    Since 2020-06-22
  • WA RA
    APPROVED
    Since 2018-12-11

Branch Locations

107 S. Kimball Ave Suite 235, Caldwell, ID 83605 • 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
Tradewinds Capital Management, Llc Bellingham WA 05/2015 12/2018
Firm Foundation Wealth Management, Llc Caldwell ID 12/2018 Present
Firm Foundation Wealth Management, Llc Caldwell ID 08/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-08
  • S66 Uniform Combined State Law Examination
    2012-03-08
Designations

View on SEC IAPD

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