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.
Feed of 09/14/2026
Also filed as Deandre Lewis
At current firm
2 y
since May 23, 2024
In the industry
11 y
since Jul 16, 2015 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince May 23, 2024 · Tampa, Fl
- Invesco Advisers, Inc. asset managerJan 3, 2023 to Apr 24, 2024 · Atlanta, Ga
- Raymond James & Associates, Inc. national BDFeb 11, 2022 to Dec 20, 2022 · St. Petersburg, Fl
- Alliancebernstein L.P. otherJan 31, 2020 to Jun 11, 2021 · Nashville, Tn
- Invesco Advisers, Inc. asset managerNov 28, 2017 to Jan 10, 2020 · Houston, Tx
- LPL Financial LLC BD affiliatedMar 27, 2017 to Nov 24, 2017 · Fort Mill, Sc
Moves
a registration end followed by a registration begin elsewhere
- Invesco Advisers, Inc. to Edward Jonesleft Apr 24, 2024, registered May 23, 2024 (29 days) · Other
- Raymond James & Associates, Inc. to Invesco Advisers, Inc.left Dec 20, 2022, registered Jan 3, 2023 (14 days) · Other
- Alliancebernstein L.P. to Raymond James & Associates, Inc.left Jun 11, 2021, registered Feb 11, 2022 (245 days) · Other
- Invesco Advisers, Inc. to Alliancebernstein L.P.left Jan 10, 2020, registered Jan 31, 2020 (21 days) · Other
- LPL Financial LLC to Invesco Advisers, Inc.left Nov 24, 2017, registered Nov 28, 2017 (4 days) · Other
Signals
- Deandre Lewis left Invesco Advisers, Inc. for Edward Jones (registered 2024-05-23)Apr 24, 2024 · Advisor changed firm · fact
- Deandre Lewis left Raymond James & Associates, Inc. for Invesco Advisers, Inc. (registered 2023-01-03)Dec 20, 2022 · 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address