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Advisor at IWG INVESTMENT ADVISORS LLC
West Palm Beach, FL
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 |
|---|---|---|---|---|---|---|
| IWG INVESTMENT ADVISORS LLC | State registered | Feb 2, 2026 | n/a | yes | West Palm Beach, FL | Current employment |
| PRIME CAPITAL FINANCIAL | Mixed wealth | May 5, 2022 | Jan 5, 2026 | no | OVERLAND PARK, KS|West Palm Beach, FL | Previous registration |
| 20/20 CAPITAL MANAGEMENT, INC | Former SEC adviser | Mar 19, 2019 | Dec 31, 2022 | no | WEST PALM BEACH, FL | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jun 21, 2004 | Aug 9, 2019 | no | W Palm Beach, FL|LINCOLN, NE|WEST PALM BEACH, FL|LINCOLN, NE|Austin, TX|Lincoln, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | IWG INVESTMENT ADVISORS LLC | Jan 5, 2026 | Feb 2, 2026 | 28 | Firm change | RIA to state RIA |
| 20/20 CAPITAL MANAGEMENT, INC | PRIME CAPITAL FINANCIAL | Dec 31, 2022 | May 5, 2022 | -240 | Firm change after gap | RIA to RIA |
| AMERITAS ADVISORY SERVICES | 20/20 CAPITAL MANAGEMENT, INC | Aug 9, 2019 | Mar 19, 2019 | -143 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281692:288712:FL:2022-12-31 | Dec 31, 2022 | May 5, 2022 | WEST PALM BEACH, FL | Firm change after gap |
| 14869:281692:NE:2019-08-09 | Aug 9, 2019 | Mar 19, 2019 | LINCOLN, NE | Firm change after gap |