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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED_RES | 2021-01-21 |
| CO | RA | APPROVED | 2018-10-23 |
Branch Locations
8480 E Orchard Rd #6900, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2004 | 08/2018 |
| Charles Schwab Bank | Lone Tree | CO | 04/2008 | 10/2018 |
| Private Client Services | Denver | CO | 10/2018 | Present |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 10/2018 | Present |
1) PRIME CAPITAL INVESTMENT ADVISORS, LLC. 7800 E UNION AVE, SUITE 940, DENVER, CO 80237. INVESTMENT ADVISOR REPRESENTATIVE. SALE & SERVICE OF FEE BASED ASSET MANAGEMENT. 150 HRS/MO; 100 DURING TRADING HRS. 2) 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, 12/2021, 1hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs) 3) CHHSZ HOLDINGS, LLC. 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 DELAWARE. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA) A FEDERALLY REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY SERVICES AS AN IAR OF PCIA. <1 HR/MO; <1 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-21 |
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