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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-10 |
| NJ | RA | APPROVED | 2023-10-10 |
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
Bonita Springs, FL • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
115 W Century Rd, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 01/2010 | 11/2017 |
| United Capital Financial Advisers Llc | Newport Beach | CA | 01/2010 | 10/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 06/2020 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 10/2023 | Present |
| Private Client Services | Paramus | NJ | 11/2023 | 12/2025 |
1) Insurance Agent. 115 W Century Rd, Paramus, NJ 07652. Sale of Insurance products. Insurance agent; the sale and service of fixed insurance products, including through nonaffiliated IMOS. 5 hrs/mo; 5 during trading hrs. 2) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. RIA. 120 hrs/mo; 120 during trading hrs. 3) CHHSZ Holdings, LLC. 6201 College Blvd-Suite #150, Overland Park, KS 66211. CHHSZ Holdings, LLC is a limited liability company formed in Oct 2019 under laws of the state of Delaware. It is the sole owner of PCIA. Member provides professional investment advisory services as an IAR of PCIA. 1 hr/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-22 |
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