DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RWM CAPITAL, LLC
Noblesville, IN | SUGAR LAND, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RWM CAPITAL, LLC | Independent wealth | Mar 26, 2024 | n/a | yes | SUGAR LAND, TX|Noblesville, IN | Current employment |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Jul 17, 2017 | Jan 2, 2025 | no | Katy, TX|PHOENIX, AZ|RICHMOND, TX|WESTFIELD, IN|Caramel, IN | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Sep 22, 2015 | Sep 30, 2016 | no | Katy, TX|Fort Washington, PA|Katy, TX|SUGAR LAND, TX | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Jun 27, 2014 | Sep 23, 2015 | no | SUGAR LAND, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | RWM CAPITAL, LLC | Jan 2, 2025 | Mar 26, 2024 | -282 | Firm change after gap | RIA to RIA |
| LINCOLN INVESTMENT | FOUNDATIONS INVESTMENT ADVISORS LLC | Sep 30, 2016 | Jul 17, 2017 | 290 | Firm change | Other |
| PRIMERICA ADVISORS | LINCOLN INVESTMENT | Sep 23, 2015 | Sep 22, 2015 | -1 | Firm change | Other |