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
Deanna Rene Lewis
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Deanna Rene Rippy
At current firm
0 y
since Apr 24, 2026
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Transamerica Financial Advisors, LLC BD affiliated currentsince Apr 24, 2026 · Centennial, Co
- Curi Capital, LLC independent RIAAug 15, 2024 to Sep 17, 2025 · Denver, Co
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 7, 2023 to Apr 24, 2024 · Greenwood Village, Co
Moves
a registration end followed by a registration begin elsewhere
- Curi Capital, LLC to Transamerica Financial Advisors, LLCleft Sep 17, 2025, registered Apr 24, 2026 (219 days) · RIA to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Curi Capital, LLCleft Apr 24, 2024, registered Aug 15, 2024 (113 days) · Wirehouse to independent RIA
Signals
- Deanna Rene Lewis left Curi Capital, Llc for Transamerica Financial Advisors, Llc (registered 2026-04-24)Sep 17, 2025 · Advisor changed firm · fact
- Deanna Rene Lewis left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Curi Capital, Llc (registered 2024-08-15)Apr 24, 2024 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address