Dmitri Zapolskikh

MISSION PRIME LLC

GUAYNABO, PR 00968

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CRD#: 3191400

Professional summary

Dmitri Zapolskikh, CIMA® is a registered financial advisor currently at MISSION PRIME LLC located in Guaynabo, .

Dmitri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dmitri has worked at 6 firms and has passed the Series 66, SIE, Series 7TO, Series 50 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Guardian Insurance; investment-related; San Juan, PR; insurance; licensed insurance agent and investment manager; 10-15 hours per month 2) Royalty Fund Mechanized Local; not investment-related; San Juan, PR; fund for longshoremen union members; outside consultant; 10 hours per month 3) Consultiva Wealth Management; investment-related; San Juan, PR; registered investment advisory firm; Senior Investment Strategist; full-time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dmitri Zapolskikh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 22, 2022 - Present

MISSION PRIME LLC

Office #1: 7 Calle Tabanuco Suite 105-1593, Guaynabo, PR 00968

RIA

CRD#: 318328

GUAYNABO, PR

Past

April 28, 2021 - November 9, 2021

CONSULTIVA WEALTH MANAGEMENT, CORP.

RIA

CRD#: 111846

SAN JUAN, PR

Past

March 25, 2021 - November 18, 2021

HUNTLEIGH SECURITIES CORPORATION

CRD#: 7456

San Juan, PR

Past

July 15, 2010 - November 25, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GUAYNABO, PR

Past

October 23, 2008 - November 25, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GUAYNABO, PR

Past

September 26, 2003 - October 31, 2008

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

CRD#: 13042

HATO REY, PR

Past

September 26, 2003 - October 31, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MISSION PRIME LLC

CRD#: 318328 / SEC#: 801-123218

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Puerto Rico
(2/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2021

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 7/27/2020

General Securities Representative Examination

General Industry/Product Exam

Series 50

Date: 10/19/2018

Municipal Advisor Representative Qualification Exam

General Industry/Product Exam

Series 7

Date: 9/25/2003

General Securities Representative Examination

Current Firm

MISSION PRIME LLC

CRD#: 318328 / SEC#: 801-123218

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

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Contact information

Main Address

7 Calle Tabanuco Suite 105-1593, Guaynabo, PR 00968

Mailing Address

Phone number

(787) 487-5843

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- MISSION PRIME LLC (3/10/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 2,259,727,173

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dmitri Zapolskikh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dmitri Zapolskikh's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSULTIVA WEALTH MANAGEMENT, CORP.

HUNTLEIGH SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MISSION PRIME LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2021

SIE

Date: 1/2/2023

Series 7TO

Date: 7/27/2020

Series 50

Date: 10/19/2018

Series 7

Date: 9/25/2003

Current Firm

MISSION PRIME LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MISSION PRIME LLC

TRUST BUT VERIFY

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