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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-08 |
Branch Locations
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
7676 Hillmont Street, Suite 240-H, Houston, TX 77040 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-01 |
| ID | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
7676 Hillmont Street, Suite 240-H, Houston, TX 77040 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lamont Group | Houston | TX | 01/2008 | Present |
| Rb Capital Management, Llc | Houston | TX | 01/2011 | 07/2018 |
| 20/20 Capital Management, Inc. | Costa Mesa | CA | 07/2018 | 01/2022 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 04/2022 | Present |
1. LAMONT BROTHERS, LLC. INVESTMENT RELATED.REAL ESTATE INVESTMENTS. PARTNER. INVESTMENT RELATED. 0 HOURS/ MONTH, 0 HOURS/ MONTH DURING TRADING. 2. INSURANCE AGENT. INVESTMENT-RELATED. 7676 HILLMONT ST, SUITE 240-H, HOUSTON, TX 77040. INSURANCE PRODUCTS. INSURANCE AGENT. 03/2019. 5 HOURS/ MONTH. 5 HOURS/ MONTH DURING TRADING. SALE AND SERVICE OF INSURANCE PRODUCTS. 3. SB Advisory / affiliated Registered Investment Advisor to San Blas Securities LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-09 |
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