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Terry Clifton Lewis

U.S. Bancorp Advisors, LLC

Dallas, TX

CRD 6482484

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Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-13
  • TX RA
    APPROVED
    Since 2026-02-13

Branch Locations

2101 Cedar Springs Rd, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 04/2015 10/2017
Bb&T Bank Southlake TX 10/2017 01/2019
Bb&T Investments Charlotte NC 10/2017 01/2018
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Southlake TX 01/2019 02/2021
Truist Investment Services, Inc. Southlake TX 02/2021 04/2023
Truist Advisory Services, Inc. Atlanta GA 02/2021 04/2023
U.S. Bank Dallas TX 04/2023 Present
U.S. Bancorp Investments, Inc. Dallas TX 06/2023 02/2026
U.S. Bancorp Advisors, Llc Dallas TX 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-16
  • S66 Uniform Combined State Law Examination
    2015-07-16
Other Names
  • Cliff Lewis
  • Terry C Lewis
  • Terry Clifton Lewis
  • Terry Lewis

View on SEC IAPD

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