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Advisor at PRIME CAPITAL FINANCIAL
OVERLAND PARK, KS | Daytona Beach, FL | Winter Park, FL
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 | Mar 7, 2022 | n/a | yes | OVERLAND PARK, KS|Daytona Beach, FL|Winter Park, FL | Current employment |
| 20/20 CAPITAL MANAGEMENT, INC | Former SEC adviser | Dec 8, 2015 | Nov 7, 2022 | no | Daytona Beach, FL|COSTA MESA, CA | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Sep 30, 2004 | Oct 2, 2017 | no | LINCOLN, NE|Daytona Beach, FL|LINCOLN, NE|Winter Park, FL|Lincoln, NE | Previous registration |
| THE ADVISORS GROUP, INC. | n/a | Sep 3, 1996 | Sep 30, 2004 | no | ORMOND BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 20/20 CAPITAL MANAGEMENT, INC | PRIME CAPITAL FINANCIAL | Nov 7, 2022 | Mar 7, 2022 | -245 | Firm change after gap | RIA to RIA |
| AMERITAS ADVISORY SERVICES | 20/20 CAPITAL MANAGEMENT, INC | Oct 2, 2017 | Dec 8, 2015 | -664 | Firm change after gap | Other |
| THE ADVISORS GROUP, INC. | AMERITAS ADVISORY SERVICES | Sep 30, 2004 | Sep 30, 2004 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281692:288712:CA:2022-11-07 | Nov 7, 2022 | Mar 7, 2022 | COSTA MESA, CA | Firm change after gap |
| 14869:281692:NE:2017-10-02 | Oct 2, 2017 | Dec 8, 2015 | LINCOLN, NE | Firm change after gap |