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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2023-02-07 |
| DE | RA | APPROVED | 2023-01-13 |
| PA | RA | APPROVED | 2023-01-13 |
| CT | RA | APPROVED | 2022-12-19 |
Branch Locations
707 Summer St. 4Th Floor, Stamford, CT 06901 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Liberty Wealth Advisors, Llc | Stamford | CT | 02/2012 | 12/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 12/2019 |
| Liberty Wealth Advisors Llc | Naples | FL | 12/2021 | 12/2022 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 12/2022 | Present |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 12/2022 | Present |
1) INSURANCE AGENT, INVESTMENT- RELATED, 707 SUMMER ST., 4TH FLOOR STAMFORD, CT 06901, FIXED INSURANCE SALES, INSURANCE AGENT, 09/2012, 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE WITH VARIOUS COMPANIES. 2) FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT, NON INVESTMENT-RELATED, 95 WEST ST. ROCKY HILLS, CT 06067, NON PROFIT ORGANIZATION, COMMITTEE MEMBER, 11/2013, 4 HOURS PER MONTH, 0 HOURS DURING TRADING, COMMUNITY FOR FINANCIAL PLANNING PROFESSIONALS. 3) HIGHLAND GREEN FOUNDATION,NOT INVESTMENT-RELATED,1101 BEDFORD STREET, STAMFORD, CT 06905, NON-PROFIT ORGANIZATION SUPPORTING EDUCATION, THE ARTS, AND PRESERVATION, SECRETARY, 11/2013, 4 HOURS PER WEEK, 0 HOURS DURING TRADING, VARIOUS ADMINISTRTATIVE DUTIES. 4) FIRST PRESBYTERIAN CHURCH, NON INVESTMENT-RELATED, 1101 BEDFORD STREET, STAMFORD, CT 06901,RELIGIOUS, COMMITTEE MEMBER, 03/2017, 4 HOURS PER MONTH, 0 HOURS DURING TRADING, OVERSIGHT OF CHURCH ACTIVITIES. 5) CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 6201 COLLEGE BLVD SUITE #150, OVERLAND PARK, KS 66211, CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY,"LLC" FORMED IN OCTOBER, 2019 UNDER THE LAWS OF THE STATE OF DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENTADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, 12/09/2022, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADINGHOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-02 |
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