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Advisor at PRIME CAPITAL FINANCIAL
Albuquerque, NM | Greenwood Village, CO | OVERLAND PARK, KS
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 | May 18, 2026 | n/a | yes | OVERLAND PARK, KS|Greenwood Village, CO|Albuquerque, NM | Current employment |
| BUCK WEALTH STRATEGIES, LLC | Independent wealth | Oct 30, 2023 | Aug 26, 2025 | no | DENVER, CO | Previous registration |
| PORTSIDE WEALTH GROUP, LLC | Independent wealth | Apr 25, 2023 | Sep 25, 2023 | no | Cedar Park, TX|PROVO, UT | Previous registration |
| TOWNSQUARE CAPITAL, LLC | Asset manager | Jun 14, 2021 | Jun 23, 2023 | no | Rio Rancho, NM|LEHI, UT|Cedar Park, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCK WEALTH STRATEGIES, LLC | PRIME CAPITAL FINANCIAL | Aug 26, 2025 | May 18, 2026 | 265 | Firm change | RIA to RIA |
| PORTSIDE WEALTH GROUP, LLC | BUCK WEALTH STRATEGIES, LLC | Sep 25, 2023 | Oct 30, 2023 | 35 | Firm change | RIA to RIA |
| TOWNSQUARE CAPITAL, LLC | PORTSIDE WEALTH GROUP, LLC | Jun 23, 2023 | Apr 25, 2023 | -59 | Bulk transfer | RIA to new firm |