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

Edmund Michael Callahan

Prime Capital Financialmixed wealthWest Hartford, Ct IA-onlyIAPD 5821468

Certified Financial Planner

Feed of 09/15/2026

Also filed as Edmund Callahan

At current firm

1 y

since Aug 22, 2025

In the industry

15 y

since Sep 23, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Aug 22, 2025 · Overland Park, Ks
Edelman Financial Engines independent RIA
Nov 28, 2018 to Sep 18, 2025 · Farmington, Ct
Charles Schwab & Co., Inc. national BD
May 31, 2016 to Nov 12, 2018 · Greenwich, Ct
E*Trade Capital Management, LLC former
Apr 10, 2014 to Apr 22, 2016 · Arlington, Va
Strategic Advisers LLC national BD
Jan 25, 2011 to Mar 11, 2013 · Greensboro, Nc
Morgan Stanley wirehouse
Oct 1, 2010 to Dec 2, 2010 · Greenwich, Ct

Moves

a registration end followed by a registration begin elsewhere

Edelman Financial Engines to Prime Capital Financial
left Sep 18, 2025, registered Aug 22, 2025 (-27 days) · RIA to RIA
Charles Schwab & Co., Inc. to Edelman Financial Engines
left Nov 12, 2018, registered Nov 28, 2018 (16 days) · Affiliated broker-dealer or bank to independent RIA
E*Trade Capital Management, LLC to Charles Schwab & Co., Inc.
left Apr 22, 2016, registered May 31, 2016 (39 days) · Other
Strategic Advisers LLC to E*Trade Capital Management, LLC
left Mar 11, 2013, registered Apr 10, 2014 (395 days) · Other
Morgan Stanley to Strategic Advisers LLC
left Dec 2, 2010, registered Jan 25, 2011 (54 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Edmund Michael Callahan left Edelman Financial Engines for Prime Capital Financial (registered 2025-08-22)
Sep 18, 2025 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address