Sourcing
Firms
People
Sources
LEWIS, DOUGLAS, JOEL
A
76
IAR CRD 722087
·
Industry start 1981-04-23
Identity
Legal name
LEWIS, DOUGLAS, JOEL
schedule a
CRD
722087
NPN
—
Career
Previous employments
H. BECK, INC.
1989-01-31
SOURCE SECURITIES, INC.
1983-10-28
▸ Show all (+3)
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Current branches
THE STRATEGIC FINANCIAL ALLIANCE, INC.
LEWIS FINANCIAL MANAGEMENT, LLC
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Designations
—
Education
—
BrokerCheck signals
Industry start
1981-04-23
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Est. age
67
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Age confidence
—
Est. birth year
1959
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BC active
Yes
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IA active
Yes
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Disclosures
Yes
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Private residence
No
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Firm affiliations
2
LEWIS FINANCIAL MANAGEMENT, LLC
IAR · Direct Owner · 62.5% ownership
CRD 116344
THE STRATEGIC FINANCIAL ALLIANCE, INC.
IAR
CRD 126514