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EL

Everton C. Lewis

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CRD#: 2548000
EL

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.

Everton Clyde Lewis was a registered financial professional .

Everton is a previously registered financial professional and started their career in finance in 1994. Everton had worked at 9 firms and has passed the Series 63 and Series 7 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

September 3, 2002 - April 19, 2004

BERRY-SHINO SECURITIES, INC.

BD
CRD#: 38098
SCOTTSDALE, AZ
Past

June 25, 1998 - May 14, 2002

MAY, DAVIS GROUP INC.

BD
CRD#: 35622
NEW YORK, NY
Past

September 17, 1996 - August 11, 1998

PHD CAPITAL

BD
CRD#: 38785
NEW YORK, NY
Past

April 30, 1996 - August 8, 1996

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

December 5, 1995 - May 2, 1996

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

August 30, 1995 - January 17, 1996

BUTTONWOOD SECURITIES, INC.

BD
CRD#: 18420
NEW YORK, NY
Past

June 29, 1995 - September 8, 1995

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

December 9, 1994 - December 22, 1995

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

November 10, 1994 - November 30, 1994

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913

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: 11/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BS
BERRY-SHINO SECURITIES, INC.
BERRY-SHINO SECURITIES, INC.

CRD#: 38098 / SEC#: , 8-48091

BD
Terminated by SEC on 04/26/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Arizona since 07/16/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MALONE, VERNA CAMPBELLSHAREHOLDER, DIRECTOR5943148
BERRY, ROBERT LEESHAREHOLDER, DIRECTOR, PRESIDENT1575345
CAMPBELL, MARLENE MARYSHAREHOLDER6124193
CAMPBELL, ROBERT MARLOWESHAREHOLDER6124205
HUNTER WISE SECURITIES, LLCSHAREHOLDER104193
DANIEL, MARY TERESEFINOP, CFO, CCO4539009

Disclosures


Regulatory Event4
Arbitration3

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


BERRY-SHINO SECURITIES, INC.

CRD#: 38098

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