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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-07 |
| TX | RA | APPROVED_RES | 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
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 |
|---|---|---|---|---|
| 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 |
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)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-31 |
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