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20755 Williamsport Place Suite 140, Ashburn, VA 20147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
| VA | RA | APPROVED | 2025-10-10 |
Branch Locations
20755 Williamsport Place Suite 140, Ashburn, VA 20147 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 10/2025 |
| The Lewis Financial Group | Ashburn | VA | 10/2025 | Present |
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 | 1995-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-07 |
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