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
Terry M Levenberg
Certified Financial Planner
Feed of 09/15/2026
Also filed as Terry M Levenberg
At current firm
1 y
since Oct 16, 2024
In the industry
14 y
since Aug 2, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
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 Oct 16, 2024 · Overland Park, Ks
- Double Diamond Investment Group, LLC formerJun 12, 2023 to Jan 23, 2025 · Delray Beach, Fl
- Enso Wealth Management, LLC formerMar 3, 2022 to Oct 26, 2022 · Reno, Nv
- Charles Schwab & Co., Inc. national BDDec 9, 2014 to Sep 15, 2021 · Reno, Nv
- Suntrust Investment Services, Inc. formerJun 21, 2013 to Jun 26, 2014 · Silver Spring, Md
Moves
a registration end followed by a registration begin elsewhere
- Double Diamond Investment Group, LLC to Prime Capital Financialleft Jan 23, 2025, registered Oct 16, 2024 (-99 days) · Other
- Enso Wealth Management, LLC to Double Diamond Investment Group, LLCleft Oct 26, 2022, registered Jun 12, 2023 (229 days) · Other
- Charles Schwab & Co., Inc. to Enso Wealth Management, LLCleft Sep 15, 2021, registered Mar 3, 2022 (169 days) · Affiliated broker-dealer or bank to independent RIA
- Suntrust Investment Services, Inc. to Charles Schwab & Co., Inc.left Jun 26, 2014, registered Dec 9, 2014 (166 days) · Other
Signals
- Terry M Levenberg left Double Diamond Investment Group, Llc for Prime Capital Financial (registered 2024-10-16)Jan 23, 2025 · Advisor changed firm · fact
- Terry M Levenberg left Enso Wealth Management, Llc for Double Diamond Investment Group, Llc (registered 2023-06-12)Oct 26, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address