DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Paul Edward Lewis
Certified Financial Planner
Feed of 09/14/2026
At current firm
8 y
since Aug 22, 2018
In the industry
35 y
since Sep 4, 1991 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Belpointe Asset Management LLC independent RIA currentsince Aug 22, 2018 · Champaign, Il
- Triad Advisors, LLC formerNov 28, 2016 to Aug 22, 2018 · Champaign, Il
- Research Financial Strategies independent RIAMay 6, 2014 to Nov 29, 2016 · Champaign, Il
- First Allied Advisory Services, Inc. formerJul 2, 2012 to May 20, 2014 · Chesterfield, Mo
- First Allied Securities, Inc. formerJun 1, 2006 to Jul 2, 2012 · Urbana, Il
- Sii Investments, Inc. formerNov 7, 2002 to Jun 12, 2006 · Urbana, Il
- Transamerica Financial Advisors, LLC BD affiliatedOct 17, 1997 to Nov 4, 2002 · Urbana, Il
Moves
a registration end followed by a registration begin elsewhere
- Triad Advisors, LLC to Belpointe Asset Management LLCleft Aug 22, 2018, registered Aug 22, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Research Financial Strategies to Triad Advisors, LLCleft Nov 29, 2016, registered Nov 28, 2016 (-1 days) · Other
- First Allied Advisory Services, Inc. to Research Financial Strategiesleft May 20, 2014, registered May 6, 2014 (-14 days) · Other
- First Allied Securities, Inc. to First Allied Advisory Services, Inc.left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move
- Sii Investments, Inc. to First Allied Securities, Inc.left Jun 12, 2006, registered Jun 1, 2006 (-11 days) · Other
- Transamerica Financial Advisors, LLC to Sii Investments, Inc.left Nov 4, 2002, registered Nov 7, 2002 (3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address