Sarah Elizabeth Lewis

Current Employers

Employment History

• 06/2018 → 12/2019
  Ncn Financial Llc
  Colorado Springs, CO
• 12/2014 → 12/2018
  Us Government Independent Contractor
  Peer
• 09/2022 → 01/2024
  Woodbury Financial Services Inc
  Colorado Springs, CO
• 01/2020 → Present
  Ncn Financial Llc
  Colorado Springs, CO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Colorado Springs, CO

Previous Registrations

• 2022-11-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Colorado Springs, CO

Other Businesses

1) NCN Financial LLC and NCN Financial Group. Tax preparation and marketing name for 4 financial advisors, all of whom are with Woodbury Financial Services. Address is 5350 N. Academy Blvd. Ste 100 Colorado Springs, CO 80918. My position is Enrolled Agent and Member of LLC. Previously employee of NCN Financial LLC as non-registered administrative assistant from June 2018 - December 2019, then tax preparer from January 2020 - September 2022. Became member of LLC effective September 8, 2022. Estimated 30 hours per month, 25 hours per month during trading hours. Primary duties include tax return preparation and website management. 2) NCN FINANCIAL LLC AND NCN FINANCIAL GROUP POSITION: Enrolled Agent and Member of LLC NATURE: LLC for tax preparation and marketing name for 4 financial advisors, all of whom are with Woodbury Financial Services. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 09/08/2022 ADDRESS: 5265 N. Academy Blvd. suite 3800, Colorado Springs CO 80918, United States DESCRIPTION: Tax return preparation and website management 3) SARAH LEWIS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/12/2023 ADDRESS: 5265 N. Academy Blvd., Suite 3800, Colorado Springs CO 80918, United States DESCRIPTION: Life Insurance Agent

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21

Other Names

• Sarah Elizabeth Brunstrom