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Advisor at PRIME CAPITAL FINANCIAL
Farmington, CT | OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | Mixed wealth | May 8, 2026 | n/a | yes | OVERLAND PARK, KS|Farmington, CT | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Nov 1, 2018 | Jun 5, 2026 | no | FARMINGTON, CT | Previous registration |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | Sep 17, 2013 | Nov 1, 2018 | no | NEW YORK, NY|FAIRFAX, VA|FARMINGTON, CT | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 18, 2013 | Sep 9, 2013 | no | SCARSDALE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | PRIME CAPITAL FINANCIAL | Jun 5, 2026 | May 8, 2026 | -28 | Firm change | RIA to RIA |
| EDELMAN FINANCIAL SERVICES, LLC | EDELMAN FINANCIAL ENGINES | Nov 1, 2018 | Nov 1, 2018 | 0 | Bulk transfer | Ibd to RIA |
| STRATEGIC ADVISERS LLC | EDELMAN FINANCIAL SERVICES, LLC | Sep 9, 2013 | Sep 17, 2013 | 8 | Firm change | Other |