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Advisor at PRIME CAPITAL FINANCIAL
OVERLAND PARK, KS | Fresno, CA
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 | Dec 15, 2025 | n/a | yes | OVERLAND PARK, KS|Fresno, CA | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Nov 30, 2016 | Dec 23, 2025 | no | FRESNO, CA|FRESNO, CA | Previous registration |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | Former SEC adviser | Dec 2, 2014 | Nov 30, 2016 | no | FRESNO, CA|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | PRIME CAPITAL FINANCIAL | Dec 23, 2025 | Dec 15, 2025 | -8 | Firm change | RIA to RIA |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | EDELMAN FINANCIAL ENGINES | Nov 30, 2016 | Nov 30, 2016 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104510:288712:CA:2025-12-23 | Dec 23, 2025 | Dec 15, 2025 | FRESNO, CA | Firm change |