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.

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

Feb 28, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 28, 1995

First registration

Jun 13, 1996

Dual registered

no

Other names

KAM CARLSON

IAPD individual key

2580327

• Occurred

  Mar 21, 2023
  Advisor changed firm

  Kameron Jay Carlson left Professional Financial Services, Inc. for Prime Capital Financial (registered 2022-12-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a688d074-8921-2b1a-a599-2ae7e461e76b

First observed

Jun 13, 1996

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.