DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Ronald Kay Leavitt
Feed of 09/14/2026
Also filed as Ron K Leavitt
At current firm
17 y
since Apr 8, 2009
In the industry
40 y
since Jan 27, 1986 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Capstone Capital Wealth Advisors independent RIA currentsince Apr 8, 2009 · Henderson, Nv
- Capstone Capital Wealth Advisors independent RIAMar 25, 2003 to Dec 31, 2004 · Las Vegas, Nv
- Capstone Capital Wealth Advisors independent RIAMar 25, 2003 to Dec 31, 2008 · Henderson, Nv
- Sentra Securities Corporation unclassifiedMay 1, 2002 to Aug 21, 2002 · Las Vegasq, Nv
Moves
a registration end followed by a registration begin elsewhere
- Sentra Securities Corporation to Capstone Capital Wealth Advisorsleft Aug 21, 2002, registered Mar 25, 2003 (216 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address