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20755 Williamsport Place Suite 140, Ashburn, VA 20147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-14 |
| VA | RA | APPROVED | 2021-11-05 |
Branch Locations
20755 Williamsport Place Suite 140, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lewis Financial Group | Ashburn | VA | 11/2021 | Present |
| Wells Fargo Advisors Financial Network Llc | Reston | VA | 03/2010 | 05/2020 |
| Wells Fargo Advisors Financial Network Llc | Ashburn | VA | 05/2020 | 11/2021 |
1. GENESIS PARTNERS, LLC, NON INVESTMENT RELATED, 20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA 20147, BUSINESS ENTITY IS FOR OWNERSHIP OF ADVISORY PRACTICE REAL ESTATE, MANAGER, 2010, APPROXIMATELY 5 HOURS PER MONTH, DUTIES INCLUDE PAYING OFFICE CONDO MORTGAGE AND OFFICE EXPENSES FOR THE ENTITY. 2. COMMUNITY FOUNDATION OF LOUDOUN AND NORTHERN FAUQUIER COUNTIES, INVESTMENT RELATED, NON PROFIT ORGANIZATION , INVESTMENT COMMITTEE MEMBER, 2-3 HOURS PER QUARTER. 3. INDIVIDUAL INSURANCE AGENT, NOT INVESTMENT RELATED, 20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA 20147, INDIVIDUAL AGENT FOR FIXED INSURANCE SALES, 2-3 HOURS PER QUARTER DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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