DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jared Hendrik Copinga

Prime Capital Financialmixed wealthCottonwood Heights, Ut IA-onlyIAPD 3185621

Feed of 09/14/2026

At current firm

1 y

since Nov 8, 2024

In the industry

27 y

since Mar 2, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Prime Capital Financial mixed wealth current
since Nov 8, 2024 · Cottonwood Heights, Ut
Edelman Financial Engines independent RIA
Nov 30, 2016 to Dec 6, 2024 · Draper, Ut
Financial Engines Advisor Center, LLC former
Jul 6, 2016 to Nov 30, 2016 · Draper, Ut
The Mutual Fund Store unclassified
Apr 20, 2015 to Jul 18, 2016 · Draper, Ut
Td Ameritrade, Inc. former
Sep 5, 2007 to Apr 17, 2015 · Draper, Ut
Td Ameritrade Investment Management, LLC former
Sep 5, 2007 to Apr 17, 2015 · Draper, Ut
First Heartland Consultants, Inc. BD affiliated
Apr 25, 2007 to Jul 6, 2007 · Grand Rapids, Mi
USA Financial Securities LLC independent RIA
Nov 10, 2003 to Apr 4, 2007 · Ada, Mi
Waddell & Reed former
Jul 3, 2000 to Jun 19, 2003 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Edelman Financial Engines to Prime Capital Financial
left Dec 6, 2024, registered Nov 8, 2024 (-28 days) · RIA to RIA
Financial Engines Advisor Center, LLC to Edelman Financial Engines
left Nov 30, 2016, registered Nov 30, 2016 (0 days) · corporate re-registration, not a move
The Mutual Fund Store to Financial Engines Advisor Center, LLC
left Jul 18, 2016, registered Jul 6, 2016 (-12 days) · Other
Td Ameritrade Investment Management, LLC to The Mutual Fund Store
left Apr 17, 2015, registered Apr 20, 2015 (3 days) · Other
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Apr 17, 2015, registered Sep 5, 2007 (-2781 days) · channel change inside one enterprise, not a move
First Heartland Consultants, Inc. to Td Ameritrade, Inc.
left Jul 6, 2007, registered Sep 5, 2007 (61 days) · Other
USA Financial Securities LLC to First Heartland Consultants, Inc.
left Apr 4, 2007, registered Apr 25, 2007 (21 days) · Other
Waddell & Reed to USA Financial Securities LLC
left Jun 19, 2003, registered Nov 10, 2003 (144 days) · Other

Signals

Jared Hendrik Copinga left Edelman Financial Engines for Prime Capital Financial (registered 2024-11-08)
Dec 6, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address