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Wendy Dean Perrin

Prime Capital Financial

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
KS RA APPROVED 2019-06-28
  • KS RA
    APPROVED
    Since 2019-06-28

Branch Locations

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
Prime Capital Investment Advisors, Llc Overland Park KS 11/2017 Present
Goldleaf Partners Brainerd MN 06/2014 11/2017
Prime Capital Investment Advisors, Llc Overland Park KS 07/2019 Present
  • 11/2017 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 06/2014 → 11/2017
    Goldleaf Partners
    Brainerd, MN
  • 07/2019 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-28
  • S65 Uniform Investment Adviser Law Examination
    2019-06-28

View on SEC IAPD

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