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RIA / WealthAdvisor33 years in industry

KEVIN WILLIAM LA MONT

Advisor at SB ADVISORY, LLC

ATLANTA, GA | Houston, TX

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Search this name across graphsid dfx:ria:6efa4fbc-198c-e627-82af-4c47813d0573

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Jun 13, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SB ADVISORY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 9, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 2
Registered states: 3
Exams: S63|S65
First exam: Jul 9, 1993
First registration: Jun 13, 2005
Dual registered: no
Other names: KEVIN WILLIAM LAMONT
IAPD individual key: 2320875

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAN BLAS ADVISORY, INC.	Independent wealth	Jul 8, 2026	n/a	yes	Houston, TX\|ATLANTA, GA	Current employment
SB ADVISORY, LLC	Independent wealth	Jul 1, 2026	n/a	yes	Houston, TX\|ATLANTA, GA	Current employment
PRIME CAPITAL FINANCIAL	Mixed wealth	May 6, 2022	Jul 16, 2026	no	Houston, TX\|OVERLAND PARK, KS	Previous registration
20/20 CAPITAL MANAGEMENT, INC	Former SEC adviser	Jul 12, 2018	Dec 31, 2022	no	HOUSTON, TX	Previous registration
RB CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 19, 2016	Jul 11, 2018	no	Houston, TX\|Irvine, CA	Previous registration
CSENGE ADVISORY GROUP, LLC	Independent wealth	Oct 18, 2011	Feb 3, 2012	no	NEWPORT BEACH, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Aug 12, 2011	Feb 7, 2012	no	COSTA MESA, CA	Previous registration
RB CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 14, 2011	Dec 31, 2015	no	IRVINE, CA\|HOUSTON, TX	Previous registration
QUEST CAPITAL STRATEGIES, INC.	Former SEC adviser	Jun 8, 2010	Mar 17, 2011	no	IRVINE, CA\|LAGUNA HILLS, CA\|LAGUNA HILLS, CA	Previous registration
RB CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 13, 2005	Jun 7, 2010	no	FRESNO, CA\|NEWPORT BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIME CAPITAL FINANCIAL	SB ADVISORY, LLC	Jul 16, 2026	Jul 1, 2026	-15	Firm change	RIA to RIA
20/20 CAPITAL MANAGEMENT, INC	PRIME CAPITAL FINANCIAL	Dec 31, 2022	May 6, 2022	-239	Firm change after gap	RIA to RIA
RB CAPITAL MANAGEMENT, LLC	20/20 CAPITAL MANAGEMENT, INC	Jul 11, 2018	Jul 12, 2018	1	Firm change	RIA to RIA
RB CAPITAL MANAGEMENT, LLC	FSC SECURITIES CORPORATION	Dec 31, 2015	Aug 12, 2011	-1,602	Firm change after gap	Other
FSC SECURITIES CORPORATION	CSENGE ADVISORY GROUP, LLC	Feb 7, 2012	Oct 18, 2011	-112	Firm change after gap	Other
CSENGE ADVISORY GROUP, LLC	RB CAPITAL MANAGEMENT, LLC	Feb 3, 2012	Jan 19, 2016	1,446	Firm change after gap	Other
QUEST CAPITAL STRATEGIES, INC.	RB CAPITAL MANAGEMENT, LLC	Mar 17, 2011	Apr 14, 2011	28	Firm change	Other
RB CAPITAL MANAGEMENT, LLC	QUEST CAPITAL STRATEGIES, INC.	Jun 7, 2010	Jun 8, 2010	1	Firm change	Other

Relationships

Registered with (8)

→ SAN BLAS ADVISORY, INC.Registered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ SB ADVISORY, LLCRegistered adviserregistration: current employment
Jul 1, 2026 to presentfactForm ADV
→ PRIME CAPITAL FINANCIALRegistered adviserregistration: previous registration
May 6, 2022 to Jul 16, 2026factForm ADV
→ 20/20 CAPITAL MANAGEMENT, INCRegistered adviserregistration: previous registration
Jul 12, 2018 to Dec 31, 2022factForm ADV
→ RB CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 19, 2016 to Jul 11, 2018factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Aug 12, 2011 to Feb 7, 2012factForm ADV
→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Oct 18, 2011 to Feb 3, 2012factForm ADV
→ QUEST CAPITAL STRATEGIES, INC.Registered adviserregistration: previous registration
Jun 8, 2010 to Mar 17, 2011factForm ADV

Dated events

Occurred
Jul 16, 2026
Advisor changed firm
Kevin William La Mont left Prime Capital Financial for Sb Advisory, Llc (registered 2026-07-01)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Kevin William La Mont left 20/20 Capital Management, Inc for Prime Capital Financial (registered 2022-05-06)
Form ADVobserved 5 days ago