This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

THE LEWIS FINANCIAL GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 7, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Oct 7, 1993

First registration

Oct 1, 2000

Dual registered

no

Other names

KAREN MICHELLE HEPWORTH|KAREN MICHELLE EVANS

IAPD individual key

2294583

• Occurred

  Oct 14, 2025
  Advisor changed firm

  Karen M Lewis left Wells Fargo Advisors for The Lewis Financial Group (registered 2025-10-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f903fa0e-4ef6-ce15-0f7d-f5cae5bbb860

First observed

Oct 1, 2000

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.