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Eugene, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W.H. Lewis Financial, Llc | Eugene | OR | 08/2009 | Present |
| Coburg Community Charter School | Coburg | OR | 08/2015 | 06/2018 |
| Lebanon Community School District | Lebaon | OR | 10/2018 | Present |
The name of the other business; Lebanon Community School District 9 Whether the business is investment-related; No The address of the other business; 485 South 5th Street, Lebanon, OR 97355 The nature of the other business; Education Title, or relationship with the other business; Chief Operations Officer The start date of your relationship; 07/2023 The approximate number of hours/month you devote to the other business; 200 The number of hours you devote to the other business during securities trading hours; 0 Briefly describe your duties relating to the other business; Lead K-12 School District Operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-15 |
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