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RIA / WealthAdvisorCertified Financial Planner23 years in industry

Terry E Davis

Advisor at GRYPHON FINANCIAL PARTNERS

COLUMBUS, OH | Cincinnati, OH

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Search this name across graphsid dfx:ria:3a0ce6b8-d0e5-bfe8-6338-e71f9ce7eb63

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 14, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GRYPHON FINANCIAL PARTNERS
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 30, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 30, 2002
First registration: Aug 14, 2006
Dual registered: no
Other names: T.J. Davis|T.J. Davis|Terry E Davis|Terry E Davis|Terry E Davis
IAPD individual key: 4379676

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRYPHON FINANCIAL PARTNERS	Independent wealth	Apr 7, 2025	n/a	yes	COLUMBUS, OH\|Cincinnati, OH	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Oct 28, 2013	Apr 9, 2025	no	Cincinnati, OH\|Minneapolis, MN\|Sioux Falls, SD\|Lebanon, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 15, 2011	Jul 31, 2013	no	CINCINNATI, OH\|INDIANAPOLIS, IN\|CINCINNATI, OH\|CINCINNATI, OH\|CLAYTON, MO\|AKRON, OH	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Oct 24, 2008	Oct 2, 2009	no	COLUMBUS, OH	Previous registration
NATIONWIDE INVESTMENT ADVISORS, LLC	Bd affiliated wealth	Dec 5, 2006	Oct 14, 2008	no	COLUMBUS, OH	Previous registration
NATIONWIDE INVESTMENT SERVICES CORPORATION	n/a	Aug 14, 2006	Dec 5, 2006	no	DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	GRYPHON FINANCIAL PARTNERS	Apr 9, 2025	Apr 7, 2025	-2	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	U.S. BANCORP INVESTMENTS, INC.	Jul 31, 2013	Oct 28, 2013	89	Firm change	Other
NATCITY INVESTMENTS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 2, 2009	Jun 15, 2011	621	Firm change after gap	Other
NATIONWIDE INVESTMENT ADVISORS, LLC	NATCITY INVESTMENTS, INC.	Oct 14, 2008	Oct 24, 2008	10	Firm change	Other
NATIONWIDE INVESTMENT SERVICES CORPORATION	NATIONWIDE INVESTMENT ADVISORS, LLC	Dec 5, 2006	Dec 5, 2006	0	Bulk transfer	Other

Relationships

Registered with (6)

→ GRYPHON FINANCIAL PARTNERSRegistered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 28, 2013 to Apr 9, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 15, 2011 to Jul 31, 2013factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 24, 2008 to Oct 2, 2009factForm ADV
→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 5, 2006 to Oct 14, 2008factForm ADV
→ NATIONWIDE INVESTMENT SERVICES CORPORATIONRegistered adviserregistration: previous registration
Aug 14, 2006 to Dec 5, 2006factForm ADV

Dated events

Occurred
Apr 9, 2025
Advisor changed firm
Terry E Davis left U.S. Bancorp Investments, Inc. for Gryphon Financial Partners (registered 2025-04-07)
Form ADVobserved 4 days ago