Emily Constance Lewis

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-06-08
NH	RA	APPROVED	2026-06-02

Branch Locations

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

Organization	City	State	From	To
Connecticut Innovations	New Haven	CT	10/2025	03/2026
Maternity Leave	New Haven	CT	05/2025	10/2025
Connecticut Innovations	New Haven	CT	10/2024	05/2025
Silk Grass Farms	Stann Creek		05/2024	08/2024
Builder's Vision	Chicago	IL	01/2024	04/2024
Yale School Of Management	New Haven	CT	08/2023	05/2025
Unemployed	Charlotte	NC	10/2022	07/2023
Bridge Industrial	Chicago	IL	07/2021	09/2022
Ballentine Partners, Llc	Waltham	MA	03/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2016	05/2019
Bofa Securities, Inc.	Charlotte	NC	05/2019	07/2021

10/2025 → 03/2026

Connecticut Innovations

New Haven, CT
05/2025 → 10/2025

Maternity Leave

New Haven, CT
10/2024 → 05/2025

Connecticut Innovations

New Haven, CT
05/2024 → 08/2024

Silk Grass Farms

Stann Creek
01/2024 → 04/2024

Builder's Vision

Chicago, IL
08/2023 → 05/2025

Yale School Of Management

New Haven, CT
10/2022 → 07/2023

Unemployed

Charlotte, NC
07/2021 → 09/2022

Bridge Industrial

Chicago, IL
03/2026 → Present

Ballentine Partners, Llc

Waltham, MA
07/2016 → 05/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2019 → 07/2021

Bofa Securities, Inc.

Charlotte, NC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-02
S63	Uniform Securities Agent State Law Examination	2016-08-21

Other Firms