DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||
|---|---|---|---|---|
NANCY ELIZABETH LEWIS-HELIOTES Person · RIA / Wealth · matched NANCY ELIZABETH LEWIS · MOMENTUM INDEPENDENT NETWORK INC. | 1994 | |||
| 1994 | ||||
| 2005 | ||||
| 2014 | ||||
| 2016 | ||||
LAURA ELIZABETH LEWIS-ROE Person · RIA / Wealth · matched LAURA ELIZABETH LEWIS · FROST INVESTMENT SERVICES | 1999 | |||
JESSICA E PALATUCCI Person · RIA / Wealth · matched JESSICA ELIZABETH LEWIS · AMERIPRISE FINANCIAL SERVICES, LLC | 2006 | |||
KIRSTEN ELIZABETH ROEBER Person · RIA / Wealth · matched KIRSTEN ELIZABETH LEWIS · SILVERPEAK WEALTH ADVISORS | 2011 | |||
Lauren Elizabeth Tullos Person · RIA / Wealth · matched Lauren Elizabeth Lewis · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2016 | |||
Sarah Elizabeth Rentschler Person · RIA / Wealth · matched Sarah Elizabeth Lewis · CETERA INVESTMENT ADVISERS LLC | 2016 | |||
JORDAN BAILEY Person · RIA / Wealth · matched JORDAN ELIZABETH LEWIS · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012 | |||
Megan Lewis Bolt Person · RIA / Wealth · matched Megan Elizabeth Lewis · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||
Stacy Elizabeth Daher Person · RIA / Wealth · matched Stacy Elizabeth Lewis · TIBURON FINANCIAL ADVISORS, INC. | 2002 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.