Crystal M. Lewis
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.
Crystal Marie Lewis, who also goes by Crystal Marie Magennis, Crystal Magennis, was a registered financial professional .
Crystal is a previously registered financial professional and started their career in finance in 2000. Crystal had worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 62 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 6, 2022 - November 21, 2023
AMERITAS INVESTMENT COMPANY, LLC
November 1, 2021 - November 21, 2023
AMERITAS ADVISORY SERVICES, LLC
March 24, 2021 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
July 5, 2017 - October 1, 2019
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
January 30, 2012 - July 13, 2015
MORGAN STANLEY
June 1, 2009 - July 13, 2015
MORGAN STANLEY
May 13, 2009 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 2, 2008 - May 21, 2009
PURSHE KAPLAN STERLING INVESTMENTS
January 1, 2008 - May 9, 2008
WELLS FARGO CLEARING SERVICES, LLC
October 7, 2004 - January 3, 2008
A. G. EDWARDS & SONS, INC.
April 26, 2002 - September 2, 2004
BANKOH INVESTMENT SERVICES, INC.
August 11, 2000 - April 24, 2001
CENTEX SECURITIES, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 62
Date: 8/10/2000
Corporate Securities Limited Representative ExaminationCurrent Firm
AMERITAS INVESTMENT COMPANY, LLC
CRD#: 14869 / SEC#: 801-undefined, 8-31296
Contact information
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | BENEFICIAL OWNER | |
| BEASLEY, RYAN CHARLES | MEMBER BOARD OF DIRECTORS | 2943009 |
| BERTHOLD, RICHARD AARON | VICE PRESIDENT, OPERATIONS | 4433172 |
| BIEL, ROLLIN LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 5101711 |
| HALVERSON, KELLY JAY | MEMBER BOARD OF DIRECTORS | 7977580 |
| KINSELLA, MATTHEW JOHN | CHIEF COMPLIANCE OFFICER | 5217108 |
| KORTE, BRENT FRAZIER | MEMBER BOARD OF DIRECTORS | 4808103 |
| ROBSON, JEREMY MICHAEL | PRESIDENT AND MEMBER BOARD OF DIRECTORS | 4147931 |
| SCHUBAUER, TYLER JOSEPH | CORPORATE SECRETARY | 6392775 |
| SHERFFIUS, MARIA ELIZABETH | SECOND VICE PRESIDENT - COMPLIANCE OFFICER | 2726500 |
| WU, MICHELE XIAOMING | MEMBER BOARD OF DIRECTORS | 7863936 |
Disclosures
| Regulatory Event | 21 |
| Arbitration | 2 |
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.
