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
Kevin William La Mont
Feed of 09/14/2026
Also filed as Kevin William Lamont
At current firm
0 y
since Jul 1, 2026
In the industry
33 y
since Jul 9, 1993 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
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
- San Blas Advisory, Inc. independent RIA currentsince Jul 8, 2026 · Houston, Tx
- Sb Advisory, LLC independent RIA currentsince Jul 1, 2026 · Houston, Tx
- Prime Capital Financial mixed wealthMay 6, 2022 to Jul 16, 2026 · Houston, Tx
- 20/20 Capital Management, Inc formerJul 12, 2018 to Dec 31, 2022 · Houston, Tx
- Rb Capital Management, LLC independent RIAJan 19, 2016 to Jul 11, 2018 · Houston, Tx
- Csenge Advisory Group, LLC independent RIAOct 18, 2011 to Feb 3, 2012 · Newport Beach, Ca
- Fsc Securities Corporation formerAug 12, 2011 to Feb 7, 2012 · Costa Mesa, Ca
- Rb Capital Management, LLC independent RIAApr 14, 2011 to Dec 31, 2015 · Irvine, Ca
- Quest Capital Strategies, Inc. formerJun 8, 2010 to Mar 17, 2011 · Irvine, Ca
- Rb Capital Management, LLC independent RIAJun 13, 2005 to Jun 7, 2010 · Fresno, Ca
Moves
a registration end followed by a registration begin elsewhere
- Prime Capital Financial to Sb Advisory, LLCleft Jul 16, 2026, registered Jul 1, 2026 (-15 days) · RIA to RIA
- 20/20 Capital Management, Inc to Prime Capital Financialleft Dec 31, 2022, registered May 6, 2022 (-239 days) · RIA to RIA
- Rb Capital Management, LLC to 20/20 Capital Management, Incleft Jul 11, 2018, registered Jul 12, 2018 (1 days) · RIA to RIA
- Rb Capital Management, LLC to Fsc Securities Corporationleft Dec 31, 2015, registered Aug 12, 2011 (-1602 days) · Other
- Fsc Securities Corporation to Csenge Advisory Group, LLCleft Feb 7, 2012, registered Oct 18, 2011 (-112 days) · Other
- Csenge Advisory Group, LLC to Rb Capital Management, LLCleft Feb 3, 2012, registered Jan 19, 2016 (1446 days) · Other
- Quest Capital Strategies, Inc. to Rb Capital Management, LLCleft Mar 17, 2011, registered Apr 14, 2011 (28 days) · Other
- Rb Capital Management, LLC to Quest Capital Strategies, Inc.left Jun 7, 2010, registered Jun 8, 2010 (1 days) · Other
Signals
- Kevin William La Mont left Prime Capital Financial for Sb Advisory, Llc (registered 2026-07-01)Jul 16, 2026 · Advisor changed firm · fact
- Kevin William La Mont left 20/20 Capital Management, Inc for Prime Capital Financial (registered 2022-05-06)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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address