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
Reuben Lewis
Feed of 09/14/2026
Also filed as Reuben Lewis
At current firm
8 y
since May 8, 2018
In the industry
26 y
since Jun 26, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince May 8, 2018 · Atlanta, Ga
- Investacorp Advisory Services Inc formerDec 13, 2017 to Jun 4, 2018 · Marietta, Ga
- Quest Capital Strategies, Inc. formerOct 25, 2017 to Dec 13, 2017 · Fayetteville, Ga
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Oct 5, 2017 · Marietta, Ga
- Msi Financial Services, Inc. formerApr 27, 2015 to Mar 25, 2017 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Investacorp Advisory Services Inc to Cambridge Investment Research Advisors, Inc.left Jun 4, 2018, registered May 8, 2018 (-27 days) · Affiliated broker-dealer or bank to another
- Quest Capital Strategies, Inc. to Investacorp Advisory Services Incleft Dec 13, 2017, registered Dec 13, 2017 (0 days) · Other · moved with a team
- MML Investors Services, LLC to Quest Capital Strategies, Inc.left Oct 5, 2017, registered Oct 25, 2017 (20 days) · Other · moved with a team
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address