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
Thomas Benjiman Carreras
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Thomas B Carreras
At current firm
0 y
since Feb 2, 2026
In the industry
29 y
since Jul 11, 1997 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Iwg Investment Advisors LLC state registered currentsince Feb 2, 2026 · West Palm Beach, Fl
- Prime Capital Financial mixed wealthMay 5, 2022 to Jan 5, 2026 · Overland Park, Ks
- 20/20 Capital Management, Inc formerMar 19, 2019 to Dec 31, 2022 · West Palm Beach, Fl
- Ameritas Advisory Services formerJun 21, 2004 to Aug 9, 2019 · W Palm Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Prime Capital Financial to Iwg Investment Advisors LLCleft Jan 5, 2026, registered Feb 2, 2026 (28 days) · RIA to a state-registered adviser
- 20/20 Capital Management, Inc to Prime Capital Financialleft Dec 31, 2022, registered May 5, 2022 (-240 days) · RIA to RIA · moved with a team
- Ameritas Advisory Services to 20/20 Capital Management, Incleft Aug 9, 2019, registered Mar 19, 2019 (-143 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Signals
- Thomas Benjiman Carreras left Prime Capital Financial for Iwg Investment Advisors Llc (registered 2026-02-02)Jan 5, 2026 · Advisor changed firm · fact
- Thomas Benjiman Carreras left 20/20 Capital Management, Inc for Prime Capital Financial (registered 2022-05-05)Dec 31, 2022 · Advisor changed firm · fact
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
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address