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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-18 |
| NV | RA | APPROVED | 2022-04-13 |
Branch Locations
9805 Double R Blvd Suite 300, Reno, NV 89521 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Denver | CO | 02/2016 | 12/2018 |
| Mml Investors Services | Denver | CO | 02/2017 | 12/2018 |
| Ratio Wealth Group | Denver | CO | 05/2020 | 04/2022 |
| Tim Lewis Insurance | Birmingham | AL | 10/2018 | 05/2020 |
| Ratio Wealth Group | Denver | CO | 03/2015 | 10/2018 |
| The Leaders Group, Inc. | Littleton | CO | 12/2020 | 04/2022 |
| Eversource Wealth Advisors, Llc | Birmingham | AL | 04/2022 | Present |
Tim Lewis is an individual insurance licensed life, long-term care, and disability insurance agent, an investment related business which he operates from the same address as his other business activities. He devotes approximately 5 hours per month on this business, during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
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