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8131 W. Grandridge Blvd Suite 1, Kennewick, WA 99336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-25 |
| OR | RA | APPROVED | 2024-11-25 |
| WA | RA | APPROVED | 2022-01-13 |
Branch Locations
8131 W. Grandridge Blvd Suite 1, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prime Wealth Management, Inc. | Berkeley | CA | 09/2014 | Present |
| Rick Prime, Dba Prime Wealth Services | Berkeley | CA | 04/2004 | Present |
| Umpqua College | Roseburg | OR | 02/2019 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: 2936 DOMINGO AVENUE, SUITE 1, BERKELEY, CA 94705 START DATE: 04/04 APPROX.# OF HOURS/MONTH: 2 POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: RICHARD PRIME, INVESTMENT RELATED: NO, ADDRESS: 82 EUCALYPTUS ROAD BERKELEY CA 94705, NATURE OF BUSINESS: APARTMENT RENTAL, POSITION/TITLE/RELATIONSHIP: LANDLORD, START DATE: 01/2003, APPROX NUMBER OF HOURS PER MONTH: 1, BRIEF DESCRIPTION OF DUTIES: COLLECT RENT / LANDLORD DUTIES; 3. NAME OF OTHER BUSINESS: UMPQUA COMMUNITY COLLEGE, INVESTMENT RELATED: NO, ADDRESS: BERKELEY CA 94705, NATURE OF BUSINESS: FINANCIAL LITERACY, POSITION/TITLE/RELATIONSHIP: PART TIME INSTRUCTOR, START DATE: 02/2019, APPROX NUMBER OF HOURS PER MONTH: 2, BRIEF DESCRIPTION OF DUTIES: TEACH FINANCIAL LITERACY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-05 |
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