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

Terry E Davis

Gryphon Financial Partnersindependent RIAColumbus, Oh IA-onlyIAPD 4379676

Certified Financial Planner

Feed of 09/15/2026

Also filed as T.J. Davis

At current firm

1 y

since Apr 7, 2025

In the industry

23 y

since Oct 30, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gryphon Financial Partners independent RIA current
since Apr 7, 2025 · Columbus, Oh
U.S. Bancorp Investments, Inc. former
Oct 28, 2013 to Apr 9, 2025 · Cincinnati, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 15, 2011 to Jul 31, 2013 · Cincinnati, Oh
Natcity Investments, Inc. unclassified
Oct 24, 2008 to Oct 2, 2009 · Columbus, Oh
Nationwide Investment Advisors, LLC BD affiliated
Dec 5, 2006 to Oct 14, 2008 · Columbus, Oh
Nationwide Investment Services Corporation unclassified
Aug 14, 2006 to Dec 5, 2006 · Dublin, Oh

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to Gryphon Financial Partners
left Apr 9, 2025, registered Apr 7, 2025 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to U.S. Bancorp Investments, Inc.
left Jul 31, 2013, registered Oct 28, 2013 (89 days) · Other
Natcity Investments, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 2, 2009, registered Jun 15, 2011 (621 days) · Other
Nationwide Investment Advisors, LLC to Natcity Investments, Inc.
left Oct 14, 2008, registered Oct 24, 2008 (10 days) · Other
Nationwide Investment Services Corporation to Nationwide Investment Advisors, LLC
left Dec 5, 2006, registered Dec 5, 2006 (0 days) · corporate re-registration, not a move

Signals

Terry E Davis left U.S. Bancorp Investments, Inc. for Gryphon Financial Partners (registered 2025-04-07)
Apr 9, 2025 · Advisor changed firm · fact

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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address