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Samir Chunilal Thakkar

Prime Capital Financial

Overland Park, KS

Costa Mesa, CA

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Current Employers
Prime Capital Financial

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-08
TX RA APPROVED_RES 2022-03-08
  • CA RA
    APPROVED
    Since 2022-03-08
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2003 → 01/2022
    Ameritas Investment Corp.
    Lincoln, NE
  • 02/1997 → Present
    20/20 Financial Advisers Of Orange County
    Costa Mesa, CA
  • 10/2003 → 01/2022
    Ameritas Life Insurance Company
    Lincoln, NE
  • 02/1997 → 01/2023
    20/20 Financial Advisers
    Costa Mesa, CA
  • 11/2015 → 01/2023
    20/20 Capital Management
    Costa Mesa, CA
  • 01/2022 → 12/2024
    Private Client Services
    Costa Mesa, CA
  • 02/2022 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2022-11-08 → 2022-12-31
    20/20 Capital Management, Inc
    Costa Mesa, CA
  • 2016-03-18 → 2022-11-07
    20/20 Capital Management, Inc
    Costa Mesa, CA
  • 2004-09-20 → 2017-10-02
    Ameritas Investment Company, Llc
    Costa Mesa, CA
    Lincoln, NE
    Glendale, AZ
  • 1997-07-08 → 2004-09-30
    The Advisors Group, Inc.
    Costa Mesa, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-31
S63 Uniform Securities Agent State Law Examination 1991-08-05
  • S65 Uniform Investment Adviser Law Examination
    1998-07-31
  • S63 Uniform Securities Agent State Law Examination
    1991-08-05
Designations

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