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Current Employers
Prime Capital Financial

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-07
TX RA APPROVED_RES 2022-03-07
  • FL RA
    APPROVED
    Since 2022-04-07
  • TX RA
    APPROVED_RES
    Since 2022-03-07

Branch Locations

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

1663 N. Clyde Morris Blvd., Ste 2, Daytona Beach, FL 32117 • United States

444 W New England Ave Suite 202, Winter Park, FL 32789 • 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 Daytona Beach Daytona Beach FL 05/2003 Present
Ameritas Life Insurance Corp Lincoln NE 10/2003 Present
20/20 Capital Management Daytona Beach FL 11/2015 01/2023
Prime Capital Investment Advisors Overland Park KS 02/2022 Present
  • 10/2003 → 01/2022
    Ameritas Investment Corp.
    Lincoln, NE
  • 05/2003 → Present
    20/20 Financial Advisers Of Daytona Beach
    Daytona Beach, FL
  • 10/2003 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2015 → 01/2023
    20/20 Capital Management
    Daytona Beach, FL
  • 02/2022 → Present
    Prime Capital Investment Advisors
    Overland Park, KS
Previous Registrations
  • 2015-12-08 → 2022-11-07
    20/20 Capital Management, Inc
    Daytona Beach, FL
    Costa Mesa, CA
  • 2004-09-30 → 2017-10-02
    Ameritas Investment Company, Llc
    Lincoln, NE
    Daytona Beach, FL
    Lincoln, NE
    Winter Park, FL
    Lincoln, NE
  • 1996-09-03 → 2004-09-30
    The Advisors Group, Inc.
    Ormond Beach, FL
Other Businesses

1) INSURANCE AGENT, NON-INVESTMENT RELATED, 1663 N CLYDE MORRIS BLVD, SUITE #2, DAYTONA BEACH FL 32117, SALE AND SERVICE OF FIXED INSURANCE PRODUCTS, <10 HOURS PER MONTH, <5 HOURS PER MONTH DURING TRADING, SALE AND SERVICE OF FIXED INSURANCE PRODUCTS. 2)BRANCH PROPERTY PARTNERS, LLC; NON-INV REL; 3448 ROCKCLIFF PLACE, LONGWOOD FL 32279; 07/01/2003, COMMERCIAL REAL ESTATE; MANAGING MEMBER; START DATE=07/2003; HRS/MO=1; TRADING HRS/MO=1; HANDLE PAPERWORK FOR BUSINESS; 3) 20/20 FINANCIAL ADVISERS OF DAYTONA BEACH; 1663 N CLYDE MORRIS BLVD, SUITE #2, DAYTONA BEACH FL 32117 INV REL; HOLDING COMPANY FOR ALL 20/20 FINANCIAL ADVISERS LLC; MANAGING MEMBER; START DATE=05/2003; HOURS/MO=160; TRADING HRS/MO=150; OVERALL CO-ORD OF HOLDING COMPANY INTERESTS; 4) 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 INVESTMENT ADVISORS, LLC ("PCIA"), <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA 5) EXPERT WITNESS, INVESTMENT RELATED, 1663 N CLYDE MORRIS BLVD, SUITE #2, DAYTONA BEACH FL 32117, INDIVIDUAL EXPERT, 05/2024, PREPARING FINANCIAL PLAN MODELS AND TESTIFYING ON FINANCIAL PORTIONS OF FAMILY LAW AND MARITAL RESTRUCTURING CASES, 2-4 HOURS PER MONTH, 2-4 HOURS PER MONTH DURING TRADING HOURS, DUTIES INCLUDE WORKING WITH ATTORNEY AND THEIR CLIENT TO PREPARE FOR TRIAL AND TESTIFYING AT THE TIME OF TRIAL 6) PCRM, LLC doing business as Prime Capital Risk Management, investment-related, 6201 College Blvd., Suite #150, Overland Park, KS 66211, fixed-insurance products, insurance agent, 9/2022, 10hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-03-30
S63 Uniform Securities Agent State Law Examination 1997-01-31
  • S65 Uniform Investment Adviser Law Examination
    2000-03-30
  • S63 Uniform Securities Agent State Law Examination
    1997-01-31
Designations
Other Names
  • Elmer Robert Branch
  • Elmer R. Branch

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