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Prime Capital Financial CRD 288712
$39.1B regulatory AUM 1,816 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-18 |
| KS | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-30 |
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