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3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-13 |
| NC | RA | APPROVED | 2026-08-12 |
| MI | RA | APPROVED | 2026-08-10 |
| CO | RA | APPROVED | 2026-08-07 |
| NV | RA | APPROVED | 2026-08-06 |
| KY | RA | APPROVED | 2025-12-08 |
| PA | RA | APPROVED | 2025-12-08 |
| MO | RA | APPROVED | 2025-07-14 |
| NM | RA | APPROVED | 2025-07-14 |
| UT | RA | APPROVED | 2025-03-06 |
| AR | RA | APPROVED | 2025-03-05 |
| MT | RA | APPROVED | 2025-03-05 |
| VA | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2024-11-04 |
| WA | RA | APPROVED | 2024-03-21 |
| AZ | RA | APPROVED | 2024-02-06 |
| OR | RA | APPROVED | 2023-11-21 |
| ID | RA | APPROVED | 2023-08-28 |
| CA | RA | APPROVED | 2023-06-22 |
Branch Locations
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Derek Lewis & Associates, Inc. | Newport Beach | CA | 05/2023 | Present |
| Stackcommerce | Venice | CA | 06/2022 | 12/2022 |
| First Allied Securities, Inc. | Mission Viejo | CA | 06/2021 | 09/2021 |
| Jh Pottery | Trabuco Canyon | CA | 09/2017 | Present |
| Asi Craft Center | San Luis Obispo | CA | 01/2019 | 04/2023 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2018 | 04/2023 |
| None | Trabuco Canyon | CA | 09/2012 | 06/2018 |
JH Pottery (non-investment related), 29061 Canyon Vista Drive, Trabuco Canyon, CA 92679. Owner/Operator of a pottery business started 9/2017, working 20 hours per month outside regular business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
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