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Advisor at PRIME CAPITAL FINANCIAL
OVERLAND PARK, KS | Destin, 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 | Jul 15, 2022 | n/a | yes | Destin, FL|OVERLAND PARK, KS | Current employment |
| BURNS ESTATE PLANNING & WEALTH ADVISORS | Former SEC adviser | Mar 4, 2021 | Jul 26, 2022 | no | Destin, FL|HAMMOND, LA | Previous registration |
| CHERRY WEALTH ADVISORS | n/a | Nov 5, 2020 | Feb 22, 2021 | no | FORT WALTON BEACH, FL | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Oct 14, 2019 | Jul 2, 2020 | no | DESTIN, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BURNS ESTATE PLANNING & WEALTH ADVISORS | PRIME CAPITAL FINANCIAL | Jul 26, 2022 | Jul 15, 2022 | -11 | Firm change | RIA to RIA |
| CHERRY WEALTH ADVISORS | BURNS ESTATE PLANNING & WEALTH ADVISORS | Feb 22, 2021 | Mar 4, 2021 | 10 | Firm change | Other |
| CETERA INVESTMENT ADVISERS LLC | CHERRY WEALTH ADVISORS | Jul 2, 2020 | Nov 5, 2020 | 126 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 305233:288712:LA:2022-07-26 | Jul 26, 2022 | Jul 15, 2022 | HAMMOND, LA | Firm change |