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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

SHATEELA MONIQUE WINTERS

Advisor at PRIME CAPITAL FINANCIAL

OVERLAND PARK, KS | Plymouth Meeting, PA | Arlington, VA

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Search this name across graphsid dfx:ria:348581d8-38ae-5247-ccfc-8056c43892ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIME CAPITAL FINANCIAL
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 10, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Jul 10, 2008
First registration: Jul 14, 2008
Dual registered: no
Other names: SHATEELA WINTERS
IAPD individual key: 5526645

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIME CAPITAL FINANCIAL	Mixed wealth	Feb 13, 2026	n/a	yes	Arlington, VA\|Plymouth Meeting, PA\|OVERLAND PARK, KS	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Jul 17, 2024	Feb 20, 2026	no	WEST CONSHOHOCKEN, PA\|Arlington, VA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Feb 8, 2022	May 2, 2024	no	Arlington, VA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 31, 2021	Dec 31, 2021	no	Rockville, MD	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Dec 31, 2020	no	ALEXANDRIA, VA\|ARLINGTON, VA	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Sep 16, 2011	Nov 1, 2018	no	FAIRFAX, VA\|ALEXANDRIA, VA\|BETHESDA, MD	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 14, 2008	Sep 13, 2011	no	COLUMBIA, MD\|ARLINGTON, VA\|ARLINGTON, VA\|ARLINGTON, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	PRIME CAPITAL FINANCIAL	Feb 20, 2026	Feb 13, 2026	-7	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	EDELMAN FINANCIAL ENGINES	Dec 31, 2021	Feb 8, 2022	39	Firm change	Ibd to RIA
EDELMAN FINANCIAL ENGINES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Dec 31, 2020	Aug 31, 2021	243	Firm change	RIA to ibd
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
WELLS FARGO ADVISORS	EDELMAN FINANCIAL SERVICES, LLC	Sep 13, 2011	Sep 16, 2011	3	Firm change	Other

Relationships

Registered with (5)

→ PRIME CAPITAL FINANCIALRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Jul 17, 2024 to Feb 20, 2026factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 31, 2021 to Dec 31, 2021factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 16, 2011 to Nov 1, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 14, 2008 to Sep 13, 2011factForm ADV

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
Shateela Monique Winters left Edelman Financial Engines for Prime Capital Financial (registered 2026-02-13)
Form ADVobserved 5 days ago