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Deborah S. Lewis

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CRD#: 1175123
DL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Deborah Sue Lewis was a registered financial professional .

Deborah is a previously registered financial professional and started their career in finance in 1984. Deborah had worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 14, 2015 - July 18, 2016

HARVEST USA

BD
CRD#: 165614
NEW YORK, NY
Past

October 3, 2013 - December 31, 2013

HARVEST USA

BD
CRD#: 165614
NEW YORK, NY
Past

December 5, 2006 - July 1, 2011

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
FARMINGTON, CT
Past

September 15, 2004 - November 9, 2005

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

December 14, 2001 - January 8, 2004

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

March 30, 1999 - April 4, 2001

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

April 2, 1997 - January 4, 1999

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

December 18, 1995 - February 13, 1997

PHOENIXLINK INVESTMENTS INC.

BD
CRD#: 37272
EAST HARTFORD, CT
Past

January 26, 1995 - December 12, 1995

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

May 6, 1994 - December 6, 1994

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
MERIDEN, CT
Past

November 1, 1989 - October 18, 1990

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

December 19, 1984 - September 13, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/26/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HU
HARVEST USA
HARVEST KRANE INVESTMENTS LLC | HGI (USA) INVESTMENTS LLC | HARVEST USA

CRD#: 165614 / SEC#: , 8-69176

BD
Terminated by SEC on 05/31/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/20/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HGI (USA) LLCMANAGING MEMBER
KRUKOWSKI, JULIAN THEODORECHIEF COMPLIANCE OFFICER3070439
KRUKOWSKI, JULIAN THEODORECEO3070439
TAO, BING QINCFO/FINOP/PFO/POO6253793

Disclosures


Civil Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HARVEST USA

CRD#: 165614

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