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

Oct 10, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 10, 2015

First registration

Jun 30, 2022

Dual registered

no

Other names

SONALI PATEL|SONALI M PATEL

IAPD individual key

6541619

• Occurred

  Feb 18, 2026
  Advisor changed firm

  Sonali Mahendra Patel left Texas Capital Bank Private Wealth Advisors for Prime Capital Financial (registered 2026-03-02)

  Form ADVobserved 4 days ago
• Occurred

  Dec 8, 2022
  Advisor changed firm

  Sonali Mahendra Patel left Martin Capital Advisors, Llp for Texas Capital Bank Private Wealth Advisors (registered 2022-12-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bb56d82d-0967-8402-efad-1c65b4dfeadb

First observed

Jun 30, 2022

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.