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Connee Berckart Sullivan

Prime Capital Financial

Overland Park, KS

Austin, TX

CRD 1306790

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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
KS RA APPROVED 2025-03-03
TX RA APPROVED 2025-02-28
  • KS RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED
    Since 2025-02-28

Branch Locations

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

115 Wild Basin Rd Suite #100, Austin, TX 78746 • 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
Sinecera Capital Llc Austin TX 07/2020 02/2025
Sinecera Capital Llc Austin TX 01/2020 02/2025
Austin Opera Austin TX 09/2016 07/2017
Volunteer Austin TX 07/2010 09/2016
Volunteer Austin TX 08/2017 12/2019
Prime Capital Financial Overland Park KS 02/2025 Present
  • 07/2020 → 02/2025
    Sinecera Capital Llc
    Austin, TX
  • 01/2020 → 02/2025
    Sinecera Capital Llc
    Austin, TX
  • 09/2016 → 07/2017
    Austin Opera
    Austin, TX
  • 07/2010 → 09/2016
    Volunteer
    Austin, TX
  • 08/2017 → 12/2019
    Volunteer
    Austin, TX
  • 02/2025 → Present
    Prime Capital Financial
    Overland Park, KS
Previous Registrations
  • 2020-10-02 → 2025-03-27
    Sinecera Capital, Llc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-02
S63 Uniform Securities Agent State Law Examination 1985-06-27
  • S65 Uniform Investment Adviser Law Examination
    2020-10-02
  • S63 Uniform Securities Agent State Law Examination
    1985-06-27

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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