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
Arrivals at Twenty Twenty Investment Advisors, LLC
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 |
|---|---|---|---|---|---|
| Bruce Ward Billeter | Billeter Wealth Management Inc. unclassified | Twenty Twenty Investment Advisors, LLC independent RIA | Other | Dec 31, 2019 | Sep 19, 2019 |
| Joshua Michael Mastel | Ten Capital Wealth Advisors, LLC other | Twenty Twenty Investment Advisors, LLC independent RIA | Other | Aug 9, 2013 | Mar 30, 2016 (964 d) |
| Jay Dee Lake | Petersen Hastings Wealth Advisors, Inc. other | Twenty Twenty Investment Advisors, LLC independent RIA | Other | Sep 4, 2003 | Jul 30, 2014 (3982 d) |
Page 1 of 1
3 moves match.