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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-07-29 |
Branch Locations
109 Roberts St N, Fargo, ND 58102 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Fargo | ND | 11/2013 | 08/2019 |
| Prime Capital Investment Advisors | Fargo | ND | 01/2024 | Present |
| Goldman Sachs Personal Financial Management | Fargo | ND | 08/2019 | 10/2023 |
1. Owner of Porterfield LLC, a real estate holding company. Activity will take place from Fargo, ND. Organization is not primarily engaged in investment-related activity. Start date was November 28, 2017. One hour per month. Duties include the general management of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
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