Jeffrey Lewis is a registered investment advisor, based in Greensboro, NC, with 39 years of industry experience.
Location
3318 W Friendly Ave, Fl 3, Greensboro, NC, 27410
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Regulatory History (1)
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Customer Dispute
June 2016Denied
Other Business Activities
Jeffrey is the treasurer and a voting board member for the Armfield Homeowners Association since 2022. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
September 2017 - February 2021 · 3 yrs 5 mos
Bb&t Securities, LLC
September 2017 - February 2021 · 3 yrs 5 mos
Stephens
May 2012 - September 2017 · 5 yrs 4 mos
StephensBroker
May 2012 - September 2017 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
July 2003 - May 2012 · 8 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2003 - May 2012 · 8 yrs 10 mos
Prudential Securities Incorporated
December 2001 - July 2003 · 1 yr 7 mos
Prudential Securities IncorporatedBroker
May 2000 - July 2003 · 3 yrs 2 mos
Wachovia Securities, INC.Broker
July 1993 - June 2000 · 6 yrs 11 mos
Lehman Brothers INC.Broker
July 1989 - July 1993 · 4 yrs
Thomson Mckinnon Securities INC.Broker
March 1988 - July 1989 · 1 yr 4 mos
First Investors CorporationBroker
February 1987 - March 1988 · 1 yr 1 mo
State Registrations34 states
AZCACOCTDCDEFLGAHIIAILKYMAMDMEMIMNMONCNHNMNYOHOKPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.