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RIA / WealthAdvisor30 years in industry

ROBERT J LEWIS

Advisor at NEPSIS, INC.

MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:6b448a9d-a7c2-713f-2025-4a7c8ddcfb2c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2006 to Sep 14, 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: NEPSIS, INC.
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: Nov 16, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 16, 1995
First registration: Aug 8, 2006
Dual registered: no
Other names: ROB LEWIS
IAPD individual key: 2653889

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
NEPSIS, INC.	Independent wealth	Sep 6, 2018	n/a	yes	MINNEAPOLIS, MN	Current employment
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Aug 1, 2012	Jun 28, 2018	no	WOODBURY, MN\|BURNSVILLE, MN\|WOODBURY, MN\|APPLE VALLEY, MN\|ST. PAUL, MN	Previous registration
M&I FINANCIAL ADVISORS, INC.	Former SEC adviser	Jun 22, 2012	Aug 1, 2012	no	WOODBURY, MN	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Nov 6, 2009	Jun 4, 2012	no	BURNSVILLE, MN\|Burnsville, MN\|Lakeville, MN\|Prior Lake, MN\|BURNSVILLE, MN\|BURNSVILLE, MN\|RICHFIELD, MN\|EAGAN, MN\|Eagan, MN\|Apple Valley, MN	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 8, 2006	Jul 28, 2009	no	SAINT PAUL, MN\|SAVAGE, MN\|BURNSVILLE, MN	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
BMO HARRIS FINANCIAL ADVISORS, INC	NEPSIS, INC.	Jun 28, 2018	Sep 6, 2018	70	Firm change	Ibd to RIA
M&I FINANCIAL ADVISORS, INC.	BMO HARRIS FINANCIAL ADVISORS, INC	Aug 1, 2012	Aug 1, 2012	0	Channel change	Other
U.S. BANCORP INVESTMENTS, INC.	M&I FINANCIAL ADVISORS, INC.	Jun 4, 2012	Jun 22, 2012	18	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	U.S. BANCORP INVESTMENTS, INC.	Jul 28, 2009	Nov 6, 2009	101	Firm change	Other

Relationships

Registered with (5)

→ NEPSIS, INC.Registered adviserregistration: current employment
Sep 6, 2018 to presentfactForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Aug 1, 2012 to Jun 28, 2018factForm ADV
→ M&I FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 22, 2012 to Aug 1, 2012factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Nov 6, 2009 to Jun 4, 2012factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 8, 2006 to Jul 28, 2009factForm ADV

Dated events

No dated event names this entity yet.