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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-08 |
| TX | RA | APPROVED_RES | 2022-03-08 |
Branch Locations
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
940 South Coast Drive, Suite #110, Costa Mesa, CA 92626 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/2003 | 01/2022 |
| 20/20 Financial Advisers Of Orange County | Costa Mesa | CA | 02/1997 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 10/2003 | 01/2022 |
| 20/20 Financial Advisers | Costa Mesa | CA | 02/1997 | 01/2023 |
| 20/20 Capital Management | Costa Mesa | CA | 11/2015 | 01/2023 |
| Private Client Services | Costa Mesa | CA | 01/2022 | 12/2024 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 02/2022 | Present |
1) BIZ CONSULTING/MARKETING. 19 NEW DAW, IRVINE, CA 92620. HELP CREATE STRATEGY FOR BUSINESS GROWTH, REAL ESTATE CONSULTING AND AIDE PROPERTY MANAGERS WITH DECISION MAKING. 2) CO TRUSTEE/SUCCESSOR TRUSTEE OR TRUST PROTECTOR. OFFER GUIANCE AND DIRECTION TO TRUST/BENES MOSTLY TO HELP. NOT A BUSINESS FOR PROFIT. GUIDE TRUSTEES/BENEFICIARIES. 3) INSURANCE-BROKERAGE. 910 S COAST DRIVE, SUITE 110, COSTA MESA, CA 92626. AS PART OF A PLANNING, WE OFER INS WHERE APPROPRIATE. SALES. 4) PALZ PROPERTIES LLC. 19 NEW DAWN, IRVINE, CA 92620. PURCHASE AND MANAGE PERSONAL INVESTMENTS IN REAL ESTATE. 1 HR/MO; 0 DURING TRADING HRS. 5) SPNR INVESTMENTS/ PERSONAL INVESTMENTS. 19 NEW DAWN, IRVINE, CA 92620. INVEST PERSONAL FUNDS IN START UPS. SELECT INVESTABLE START UPS. 6) KAYGEN. 15420 LAGUNA CANYON ROAD, IRVINE, CA 92618, SUITE 270, IRVINE, CA 92618. SOFTWARE AND TECH TALENT CORP. ADVISORY BOARD. 0.6 HRS/MO; 0 DURING TRADING HRS. 7) CHHSZ HOLDINGS, LLC. 6201 COLLEGE BLVD, SUITE #150, OVERLAND PARK, KS 66211. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA) A FEDERALLY REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA. 1 HR/MO; 1 DURING TRADING HRS. 8) TIE SOUTH COAST OC, NON-INVESTMENT RELATED, 940 South Coast Dr, Suite 110. COSTA MESA CA 92626, SOCIAL INTERACTION, CHIEF FINANCIAL OFFICER, 01/2025, 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING TRADING, OVERSEE FINANCIAL RECORDS AS TRACKED AND PRODUCTED BY THE CPA AND HIS STAFF WITH THE HELP OF THE FINANCIAL COMMITTEE, BUDGET FUNDS FOR EVENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-05 |
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