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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-05 |
| NY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
50 Main Street, Floor 1000, Suite#1007, White Plains, NY 10606 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 10/2018 | 12/2024 |
| Edelman Financial Engines | Santa Clara | CA | 12/2024 | 09/2025 |
| Edelman Financial Advisors, Llc | Fairfax | VA | 08/2009 | 11/2018 |
| Prime Capital Financial | Overland Park | KS | 09/2025 | Present |
Prime Capital Investment Advisors, LLC (DBA: Prime Capital Financial) is 100% owned by CHHSZ Holdings, LLC. Joanna Cecilia-Fleming is a member of CHHSZ Holdings, LLC and as such is entitled to receive a share of the company's profits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-01 |
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