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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-10 |
| KS | RA | APPROVED | 2025-08-29 |
| MD | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
1555 Palm Beach Lakes Blvd., Suite #840, West Palm Beach, FL 33401 • United States
6550 Rock Spring Drive Suite #200, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | L. Rainey Gray | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 08/2025 |
| Prime Capital Financial | Bethesda | MD | 08/2025 | Present |
| Edelman Financial Services Llc | Fairfax | VA | 05/2008 | 11/2018 |
Prime Capital Investment Advisors, LLC (Prime Capital Financial) is 100% owned by CHHSZ Holdings, LLC. Alfonso Burgos 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 | 2005-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-10 |
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