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 Clifton Lewis

U.S. Bancorp Advisors, LLCBD affiliatedDallas, Txdual registrantIAPD 6482484

Feed of 09/14/2026

Also filed as Cliff Lewis

At current firm

0 y

since Feb 13, 2026

In the industry

11 y

since Apr 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U.S. Bancorp Advisors, LLC BD affiliated current
since Feb 13, 2026 · Dallas, Tx
U.S. Bancorp Investments, Inc. former
Jul 21, 2023 to Feb 13, 2026 · Saint Paul, Mn
Truist Advisory Services, Inc. BD affiliated
Feb 17, 2021 to Apr 20, 2023 · Atlanta, Ga
Bb&T Securities, LLC former
Jan 2, 2018 to Feb 17, 2021 · Charlotte, Nc
Bb&T Investment Services, Inc. former
Nov 3, 2017 to Jan 2, 2018 · Charlotte, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 17, 2015 to Oct 24, 2017 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
Truist Advisory Services, Inc. to U.S. Bancorp Investments, Inc.
left Apr 20, 2023, registered Jul 21, 2023 (92 days) · Affiliated broker-dealer or bank to another
Bb&T Securities, LLC to Truist Advisory Services, Inc.
left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
Bb&T Investment Services, Inc. to Bb&T Securities, LLC
left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bb&T Investment Services, Inc.
left Oct 24, 2017, registered Nov 3, 2017 (10 days) · Other

Signals

Terry Clifton Lewis left Truist Advisory Services, Inc. for U.S. Bancorp Investments, Inc. (registered 2023-07-21)
Apr 20, 2023 · 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