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TWENTY TWENTY INVESTMENT ADVISORS,LLC, CRD 128086
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAY DEE LAKE | n/a | Spokane, WA | SPOKANE, WA | 12 | 38 | 3 | no |
| JOSHUA MICHAEL MASTEL | Certified Financial Planner | SPOKANE, WA | 10 | 14 | 1 | no |
| BRUCE WARD BILLETER | n/a | Mead, WA | SPOKANE, WA | 7 | 33 | 3 | no |
| Megan Marie Billeter | n/a | SPOKANE, WA | Bellingham, WA | 0 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| West, Jennifer | Cco | Na | no | 01/2024 | Jul 24, 2026 | Jul 24, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 17, 2026 | $139M | $139M | 6 | 4 | 4 | n/a | n/a |
| 2024 | Jan 15, 2025 | $123M | $123M | 4 | 3 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $139M | $123M | 12.6% | n/a | n/a | 6 | 4 | 4 | 3 |