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Emory Linder

Prime Capital Financial

Overland Park, KS

Watkinsville, GA

CRD 7536333

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Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Prime Capital Financial

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-18
KS RA APPROVED 2025-03-05
  • GA RA
    APPROVED
    Since 2025-03-18
  • KS RA
    APPROVED
    Since 2025-03-05

Branch Locations

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

3651 Mars Hills Rd Unit 1000A, Watkinsville, GA 30606 • 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
OrganizationCityStateFromTo
Sugarloaf Wealth Management Duluth GA 03/2022 03/2025
Brett's Casual American Athens GA 01/2016 06/2021
Banker's Life Duluth GA 06/2021 11/2021
Prime Capital Financial Overland Park KS 03/2025 Present
University Of Georgia Dahlonega GA 08/2016 12/2018
Select European Automotive Athens GA 07/2017 12/2017
W. Emory Linder Jr. Ddspa Athens GA 12/2018 03/2025
  • 03/2022 → 03/2025
    Sugarloaf Wealth Management
    Duluth, GA
  • 01/2016 → 06/2021
    Brett's Casual American
    Athens, GA
  • 06/2021 → 11/2021
    Banker's Life
    Duluth, GA
  • 03/2025 → Present
    Overland Park, KS
  • 08/2016 → 12/2018
    University Of Georgia
    Dahlonega, GA
  • 07/2017 → 12/2017
    Select European Automotive
    Athens, GA
  • 12/2018 → 03/2025
    W. Emory Linder Jr. Ddspa
    Athens, GA
Previous Registrations
  • 2023-08-04 → 2025-03-06
    Sugarloaf Wealth Management, Llc
    Watkinsville, GA
Other Businesses

W. Emory Linder Jr. DDSPA; non-investment related; 1060 Gaines School Rd, Suite B1, Athens, GA 30605; Dental Practice; position - Handyman; Relationship - Handyman and corporate signer; Start Date 12/16/2018; 10 hours; 0 hours during securities trading hours; perform various tasks as a handyman throughout the office, help owner (my father) with various administrative tasks such as payroll, corporate signer, which allows me to act for business in the event of incapacity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-30
  • S65 Uniform Investment Adviser Law Examination
    2023-06-30
Designations
  • Certified Financial Planner
Other Names
  • Emory Linder
  • Emory Keeling Linder

View on SEC IAPD

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