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
Elmer Robert Branch
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Elmer Robert Branch
At current firm
4 y
since Mar 7, 2022
In the industry
30 y
since Sep 3, 1996 (earliest exam, job or registration)
Prior registered firms
3
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Prime Capital Financial mixed wealth currentsince Mar 7, 2022 · Overland Park, Ks
- 20/20 Capital Management, Inc formerDec 8, 2015 to Nov 7, 2022 · Daytona Beach, Fl
- Ameritas Advisory Services formerSep 30, 2004 to Oct 2, 2017 · Lincoln, Ne
- The Advisors Group, Inc. unclassifiedSep 3, 1996 to Sep 30, 2004 · Ormond Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- 20/20 Capital Management, Inc to Prime Capital Financialleft Nov 7, 2022, registered Mar 7, 2022 (-245 days) · RIA to RIA · moved with a team
- Ameritas Advisory Services to 20/20 Capital Management, Incleft Oct 2, 2017, registered Dec 8, 2015 (-664 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
- Elmer Robert Branch left 20/20 Capital Management, Inc for Prime Capital Financial (registered 2022-03-07)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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address