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Kartik Sai Jambulapati

Prime Capital Financial

Houston, TX

Overland Park, KS

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Current Employers
Prime Capital Financial

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-02-06
  • TX RA
    APPROVED
    Since 2018-02-06

Branch Locations

11700 Katy Freeway Suite #630, Houston, TX 77079 • United States

6201 College Blvd. Suite #150, Overland Park, KS 66211 • 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
Ascende Wealth Advisers, Inc. Houston TX 06/2014 12/2016
Ascende Wealth Advisers, Inc. Houston TX 12/2016 02/2018
Prime Capital Investment Advisors, Llc Overland Park KS 02/2018 Present
  • 06/2014 → 12/2016
    Ascende Wealth Advisers, Inc.
    Houston, TX
  • 12/2016 → 02/2018
    Ascende Wealth Advisers, Inc.
    Houston, TX
  • 02/2018 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2018-02-05 → 2018-02-12
    Ascende Wealth Advisers, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-03
  • S65 Uniform Investment Adviser Law Examination
    2018-02-03

View on SEC IAPD

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