Ian Thomas Prymak

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Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-02-07

VA RA
APPROVED

Since 2025-02-07

Branch Locations

330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment	Wyncote	PA	03/2016	08/2019
Ameriprise Financial Servies, Inc	Fairfax	VA	09/2019	05/2020
Fidelity Brokerage Services	Reston	VA	05/2020	01/2023
Madison Avenue Securities	San Diego	CA	01/2023	12/2024
Campbell Wealth Management	Alexandria	VA	01/2023	12/2024
Capfinancial Securities Llc	Raleigh	NC	12/2024	Present
Capfinancial Partners Llc (Captrust)	Raleigh	NC	12/2024	Present

03/2016 → 08/2019

Lincoln Investment

Wyncote, PA
09/2019 → 05/2020

Ameriprise Financial Servies, Inc

Fairfax, VA
05/2020 → 01/2023

Fidelity Brokerage Services

Reston, VA
01/2023 → 12/2024

Madison Avenue Securities

San Diego, CA
01/2023 → 12/2024

Campbell Wealth Management

Alexandria, VA
12/2024 → Present

Capfinancial Securities Llc

Raleigh, NC
12/2024 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2023-02-15 → 2025-02-06

Campbell Wealth Management, Inc.

Alexandria, VA
2020-06-16 → 2023-02-08

Fidelity Personal And Workplace Advisors

Reston, VA
2019-10-07 → 2020-05-12

Ameriprise Financial Services, Llc

Fairfax, VA

Fairfax, VA
2016-03-17 → 2019-09-06

Lincoln Investment

Ashburn, VA

Fort Washington, PA
2016-05-25 → 2019-09-06

Capital Analysts

Reston, VA
2011-03-02 → 2015-02-10

Kovack Advisors, Inc.

Ft. Lauderdale, FL

Spotsylvania, VA
2009-07-24 → 2011-03-04

Lpl Financial Llc

Spotsylvania, VA

San Diego, CA

Spotsylvania, VA
2008-12-12 → 2009-07-22

Pnc Wealth Management Llc

Fredericksburg, VA

Pittsburgh, PA

Fredericksburg, VA

Fredericksburg, VA

Fredericksburg, VA
2002-05-06 → 2008-12-11

Valic Financial Advisors, Inc.

North Chesterfield, VA

Richmond, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-03-07
S63	Uniform Securities Agent State Law Examination	2000-05-25

S65 Uniform Investment Adviser Law Examination

2002-03-07
S63 Uniform Securities Agent State Law Examination

2000-05-25

Designations

Other Names

Ian Thomas Prymak
Ian Prymak

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC

INTEGRATED WEALTH CONCEPTS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

THE EDGAR LOMAX COMPANY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda

NICOLE RENEE WRIGHT

JEFFREY MARTIN CALLAN

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA

INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA

LPL FINANCIAL LLC · ALEXANDRIA, VA

EDWARD JONES · Alexandria, VA

THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA

LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

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