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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Terry M Levenberg

Advisor at PRIME CAPITAL FINANCIAL

Reno, NV | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:8540f700-c89c-07d7-0898-edfe014c2c7f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 21, 2013 to Sep 15, 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: Aug 2, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 2, 2012
First registration: Jun 21, 2013
Dual registered: no
Other names: TERRY M LEVENBERG|Terry Matthew Levenberg|TERRY N/A LEVENBERG
IAPD individual key: 6070930

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	Oct 16, 2024	n/a	yes	OVERLAND PARK, KS\|Reno, NV	Current employment
DOUBLE DIAMOND INVESTMENT GROUP, LLC	Former SEC adviser	Jun 12, 2023	Jan 23, 2025	no	DELRAY BEACH, FL\|Reno, NV	Previous registration
ENSO WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 3, 2022	Oct 26, 2022	no	Reno, NV\|PETALUMA, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 9, 2014	Sep 15, 2021	no	Reno, NV	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 21, 2013	Jun 26, 2014	no	SILVER SPRING, MD	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
DOUBLE DIAMOND INVESTMENT GROUP, LLC	PRIME CAPITAL FINANCIAL	Jan 23, 2025	Oct 16, 2024	-99	Firm change after gap	Other
ENSO WEALTH MANAGEMENT, LLC	DOUBLE DIAMOND INVESTMENT GROUP, LLC	Oct 26, 2022	Jun 12, 2023	229	Firm change	Other
CHARLES SCHWAB & CO., INC.	ENSO WEALTH MANAGEMENT, LLC	Sep 15, 2021	Mar 3, 2022	169	Firm change	Ibd to RIA
SUNTRUST INVESTMENT SERVICES, INC.	CHARLES SCHWAB & CO., INC.	Jun 26, 2014	Dec 9, 2014	166	Firm change	Other

Relationships

Registered with (5)

→ PRIME CAPITAL FINANCIALRegistered adviserregistration: current employment
Oct 16, 2024 to presentfactForm ADV
→ DOUBLE DIAMOND INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Jun 12, 2023 to Jan 23, 2025factForm ADV
→ ENSO WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 3, 2022 to Oct 26, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 9, 2014 to Sep 15, 2021factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 21, 2013 to Jun 26, 2014factForm ADV

Dated events

Occurred
Jan 23, 2025
Advisor changed firm
Terry M Levenberg left Double Diamond Investment Group, Llc for Prime Capital Financial (registered 2024-10-16)
Form ADVobserved 6 days ago
Occurred
Oct 26, 2022
Advisor changed firm
Terry M Levenberg left Enso Wealth Management, Llc for Double Diamond Investment Group, Llc (registered 2023-06-12)
Form ADVobserved 6 days ago