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Mitchell Weldon Lewis

Sapient Private Wealth Management, LLC

Eugene, OR

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Current Employers
Sapient Private Wealth Management, Llc

101 East Broadway Suite 480, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2018-05-03
  • OR RA
    APPROVED
    Since 2018-05-03

Branch Locations

101 East Broadway Suite 480, Eugene, OR 97401 • 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
OrganizationCityStateFromTo
Sapient Private Wealth Management Eugene OR 12/2017 Present
Sapient Private Wealth Management Eugene OR 06/2017 12/2017
Linfield College Mcminnville OR 10/2016 12/2016
Linfield College Mcminnville OR 08/2013 05/2017
  • 12/2017 → Present
    Sapient Private Wealth Management
    Eugene, OR
  • 06/2017 → 12/2017
    Sapient Private Wealth Management
    Eugene, OR
  • 10/2016 → 12/2016
    Linfield College
    Mcminnville, OR
  • 08/2013 → 05/2017
    Linfield College
    Mcminnville, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-30
  • S65 Uniform Investment Adviser Law Examination
    2018-04-30
Designations
Other Names
  • Mitch Lewis
  • Mitchell Lewis

View on SEC IAPD

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Other Offices

ROEHL & YI INVESTMENT ADVISORS, LLC · EUGENE, OR
FINANCIAL FACILITATORS, INC. · EUGENE, OR
UBS FINANCIAL SERVICES INC. · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
EDWARD JONES · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR

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