William Lewis

Current Employers

Wl Advisory Llc

Boynton Beach, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-04-23
NJ	RA	APPROVED	2020-03-10

FL RA
APPROVED

Since 2025-04-23
NJ RA
APPROVED

Since 2020-03-10

Branch Locations

Boyton Beach, FL • 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

Organization	City	State	From	To
Wl Advisory Llc	Tinton Falls	NJ	02/2020	01/2025
Wl Advisory Llc	Tinton Falls	NJ	10/2019	01/2025
Petrik & Murtha, Llc	Freehold	NJ	06/2019	Present
B Lewis Consulting, Llc	Tinton Falls	NJ	06/2019	Present
Cohnreznick Llp	Eatontown	NJ	06/1989	05/2019
Wl Advisory Llc	Boynton Beach	FL	01/2025	Present
Wl Advisory Llc	Boynton Beach	FL	01/2025	Present

02/2020 → 01/2025

Wl Advisory Llc

Tinton Falls, NJ
10/2019 → 01/2025

Wl Advisory Llc

Tinton Falls, NJ
06/2019 → Present

Petrik & Murtha, Llc

Freehold, NJ
06/2019 → Present

B Lewis Consulting, Llc

Tinton Falls, NJ
06/1989 → 05/2019

Cohnreznick Llp

Eatontown, NJ
01/2025 → Present

Wl Advisory Llc

Boynton Beach, FL
01/2025 → Present

Wl Advisory Llc

Boynton Beach, FL

Other Businesses

1. B LEWIS CONSULTING, LLC; NON-INVESTMENT RELATED; 7744 Bridlington Drive, Boynton Beach, FL 33472; CPA COMPANY; SOLE OWNER; SINCE 06/2019; 15% OF PROFESSIONAL TIME DEVOTED TO LEWIS CONSULTING; TAX AND BOOKKEEPING SERVICES. 2. PETRIK & MURTHA, LLC; NON-INVESTMENT RELATED; 20 Gibson Place, Suite 100, FREEHOLD, NJ 07748; CPA COMPANY; INDEPENDENT CONTRACTOR; SINCE 06/2019; 85% OF PROFESSIONAL TIME DEVOTED TO PETRIK & MURTHA; ACCOUNTING-RELATED. 3. HACKENSACK MERIDIAN HEALTH INC.; NON-INVESTMENT RELATED; 343 THORNALL ST, EDISON, NJ 08837; NON-PROFIT HOSPITAL HEALTH SYSTEM; VOLUNTEER (UNPAID) AUDIT AND COMPLIANCE COMMITTEE MEMBER; SINCE 12/2016; LESS THAN 10% OF PROFESSIONAL TIME DEVOTED TO HACKENSACK MERIDIAN HEALTH; COMMITTEE MEETING ATTENDANCE. 4. Craig Limmer Trust, NON- INVESTMENT RELATED; c/o William Lewis, Trustee, 7744 Bridlington Drive, Boynton Beach, FL 33472, Testamentary Trust, POSITION: TRUSTEE, START OF RELATIONSHIP: 11/5/20; the approximate number of hours/month you devote to the other business: less than 1-hour 5. JOSEPH DISAVERIO IRR LIVING TRT DTD 06/06/2013 WILLIAM A LEWIS TTEE, 7744 BRIDLINGTON DRIVE BOYNTON BEACH FL 33472; the approximate number of hours/month you devote to the other business: less than 1-hour

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-16

S65 Uniform Investment Adviser Law Examination

2020-01-16