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
Larry Wayne Palmer
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Apr 25, 2022
In the industry
31 y
since Oct 20, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- Prime Capital Financial mixed wealth currentsince Apr 25, 2022 · San Diego, Ca
- 20/20 Capital Management, Inc formerNov 8, 2022 to Dec 31, 2022 · San Diego, Ca
- 20/20 Capital Management, Inc formerDec 4, 2015 to Nov 7, 2022 · San Diego, Ca
- Ameritas Advisory Services formerSep 30, 2004 to Oct 2, 2017 · San Diego, Ca
- The Advisors Group, Inc. unclassifiedJul 8, 1997 to Sep 30, 2004 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- 20/20 Capital Management, Inc to no registered destinationleft Dec 31, 2022 · Departure, no registered destination
- 20/20 Capital Management, Inc to Prime Capital Financialleft Nov 7, 2022, registered Apr 25, 2022 (-196 days) · RIA to RIA · moved with a team
- Ameritas Advisory Services to 20/20 Capital Management, Incleft Oct 2, 2017, registered Dec 4, 2015 (-668 days) · Other · moved with a team
- The Advisors Group, Inc. to Ameritas Advisory Servicesleft Sep 30, 2004, registered Sep 30, 2004 (0 days) · Other
Signals
- Larry Wayne Palmer no longer registered at 20/20 Capital Management, Inc; no later IA registration on IAPDDec 31, 2022 · Advisor departure · fact
- Larry Wayne Palmer left 20/20 Capital Management, Inc for Prime Capital Financial (registered 2022-04-25)Nov 7, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address