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.
Advisor moves
Departures from 20/20 Capital Management, Inc
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Patrick Carey | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | Mar 11, 2022 |
| Howard James Buck | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | Apr 28, 2022 |
| Thomas Benjiman Carreras | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | May 5, 2022 |
| Kevin William La Mont | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | May 6, 2022 |
| Robert James Roche | 20/20 Capital Management, Inc independent RIA | First Foundation Advisors independent RIA | RIA to RIA | Dec 31, 2022 | Oct 23, 2025 (1027 d) |
| Karin Lynn Tyson | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | Mar 8, 2022 |
| Paul Shoquist | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | May 13, 2022 |
| Vinit Madan | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | May 3, 2022 |
| Fakhr S Alavi | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | Apr 25, 2022 |
| Jeremiah Daniel Pangan | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | Apr 28, 2022 |
| Jeffrey Byron Mermilliod | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | Mar 11, 2022 |
| Benjamin Lancelot Ambrosini | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 31, 2022 | Jun 22, 2022 |
| Tom Raymond Gibbings | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Nov 7, 2022 | Mar 8, 2022 |
| Leonard Richard Simpson | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Nov 7, 2022 | Apr 26, 2022 |
| Samir Chunilal Thakkar | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Nov 7, 2022 | Mar 8, 2022 |
| Larry Wayne Palmer | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Nov 7, 2022 | Apr 25, 2022 |
| Elmer Robert Branch | 20/20 Capital Management, Inc independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Nov 7, 2022 | Mar 7, 2022 |
| David Jeng-Huei Wu | 20/20 Capital Management, Inc independent RIA | Dynamic independent RIA | RIA to RIA | Feb 2, 2022 | Jan 11, 2022 |
| John Solyman | 20/20 Capital Management, Inc independent RIA | Virtue Capital Management, LLC independent RIA | RIA to RIA | Mar 1, 2021 | Feb 25, 2021 |
| Richard Steven Magill | 20/20 Capital Management, Inc independent RIA | Onedigital institutional | Other | Oct 1, 2020 | Sep 10, 2020 |
| Maximillian Andrew Morgan | 20/20 Capital Management, Inc independent RIA | Titus Financial, Inc. unclassified | Other | Jul 1, 2020 | Nov 6, 2023 (1223 d) |
| Christopher S Austin | 20/20 Capital Management, Inc independent RIA | RBC Rochdale, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2020 | Mar 4, 2020 |
| Alex Reid Nunes | 20/20 Capital Management, Inc independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Feb 19, 2019 | Feb 26, 2019 |
| Kevin Michael Grunawalt | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Jeffrey James Heitzman | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| John Robert Feldman | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Amy Rogers Blodgett | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Adan Herrera Diaz | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Kristen Lynn Chirhart | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Eric Donovan Stevens | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Garrett Heath German | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Karina Teresa Chang Camacho | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Kelby Kenneth Wendzel | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Rita Maria Abraldes | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Bryan Stanley Koppel | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Bartley Arthur Corfee | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Michael A Biggica | 20/20 Capital Management, Inc other | Pixel Financial Planning state registered | Other | Dec 31, 2016 | Jan 4, 2017 |
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37 moves match.