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David Jeremy Lewis

Btig, LLC

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About David Jeremy Lewis

David Jeremy Lewis is an active broker with Btig, LLC. David has been in the financial industry since 1999 and has held positions at several prominent firms, including Deutsche Bank Securities Inc., J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. David is registered in 10 states and holds licenses for Series 7, 55, 57TO, SIE, 63, and 24.

Firm Information

David Lewis is currently registered with Btig, LLC. Btig, LLC is a Limited Liability Company formed in 2002. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Lewis’s Registration & Firm History

NY

12/04/2019 - Present

Btig, LLC (New York NY)

NY

08/03/2017 - 09/16/2019

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

04/10/2014 - 06/26/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

09/11/2009 - 06/26/2013

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

10/01/2008 - 08/24/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/17/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

01/09/2007 - 05/03/2007

FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)

NY

09/26/1997 - 04/17/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Jeremy Lewis.
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