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

COLTER LEWIS INVESTMENT PARTNERS, LLC

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

Jul 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Exams

S65|S63

First exam

Jun 29, 2011

First registration

Jun 30, 2011

Dual registered

no

Other names

LAURA DANIELLE THORNE SOUSA|Laura D Sousa

IAPD individual key

5910833

• Occurred

  Aug 8, 2024
  Advisor changed firm

  Laura Thorne Sousa Farrelly left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Colter Lewis Investment Partners, Llc (registered 2024-11-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3302c74-2f3e-6263-ffa4-ec9f8d16154e

First observed

Jun 30, 2011

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.