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Xavier Vincent Lewis

Lotusgroup Advisors

Denver, CO

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Current Employers
Lotusgroup Advisors

1005 S. Gaylord Street, Denver, CO 80209 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-18
CA RA APPROVED 2025-03-17
CO RA APPROVED 2025-03-17
NE RA APPROVED 2025-03-17
NY RA APPROVED 2025-03-17
TX RA APPROVED 2025-03-17
  • NH RA
    APPROVED
    Since 2025-03-18
  • CA RA
    APPROVED
    Since 2025-03-17
  • CO RA
    APPROVED
    Since 2025-03-17
  • NE RA
    APPROVED
    Since 2025-03-17
  • NY RA
    APPROVED
    Since 2025-03-17
  • TX RA
    APPROVED
    Since 2025-03-17

Branch Locations

1005 S. Gaylord Street, Denver, CO 80209 • 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
Trilogy Financial Services Denver CO 11/2015 Present
Lyft Denver CO 07/2015 03/2017
National Planning Corporation Denver CO 05/2016 11/2017
Trilogy Capital, Inc. Denver CO 10/2016 Present
Lpl Financial Llc Denver CO 11/2017 01/2019
Lpl Financial, Llc Denver CO 06/2020 10/2021
  • 11/2015 → Present
    Trilogy Financial Services
    Denver, CO
  • 07/2015 → 03/2017
    Lyft
    Denver, CO
  • 05/2016 → 11/2017
    National Planning Corporation
    Denver, CO
  • 10/2016 → Present
    Denver, CO
  • 11/2017 → 01/2019
    Lpl Financial Llc
    Denver, CO
  • 06/2020 → 10/2021
    Lpl Financial, Llc
    Denver, CO
Previous Registrations
Other Businesses

1. 06/18/2020 - MJB FINANCIAL INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ DENVER, CO 2. 10/01/2015 - TRILOGY FINANCIAL SERVICES/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 100%/ DENVER, CO 3. 7/7/2020 - Trilogy Capital, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 12/1/2015 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide administrative support to Triolgy Capital, Inc., an independent investment advisor firm. I started this business activity in 12/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/2020- Cherry Creek Young Professional Board, Vice President. No compensation. Not investment related. No check writing authority. Time spent: 5 hours/month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-01
  • S66 Uniform Combined State Law Examination
    2017-05-01
Other Names
  • Xavier Lewis

View on SEC IAPD

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