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3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-12 |
| HI | RA | APPROVED | 2026-08-10 |
| ID | RA | APPROVED | 2026-08-05 |
| CA | RA | APPROVED | 2024-04-04 |
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 |
|---|---|---|---|---|
| Pks Investments | Albany | NY | 08/2023 | 09/2023 |
| 49 Wealth Management | Los Angeles | CA | 08/2023 | 09/2023 |
| Corona Del Mar High School | Newport Beach | CA | 08/2013 | 06/2019 |
| All That Dance Company | Newport Beach | CA | 09/2017 | 07/2021 |
| University Of Washington | Seattle | WA | 08/2019 | 06/2023 |
| The Siegfried Group, Llp | Wilmington | DE | 06/2022 | 08/2022 |
| The Siegfried Group, Llp | Wilmington | DE | 10/2022 | 02/2023 |
| Jdl Securities Corporation | Newport Beach | CA | 11/2023 | Present |
| J. Derek Lewis & Associates, Inc. | Newport Beach | CA | 11/2023 | Present |
| Not Employed | Newport Beach | CA | 10/2023 | 10/2023 |
Accident & Health or Sickness, Life Insurance Producer affiliated with J. Derek Lewis & Associates, 11/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-21 |
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