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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
600 W. Germantown Pike, Suite 400, Plymouth Meeting, PA 19462 • 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 |
|---|---|---|---|---|
| Edelman Financial Services, Llc | Faifax | VA | 01/2014 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 02/2025 |
| Edelman Financial Engines | Santa Clara | CA | 02/2025 | 02/2026 |
| Prime Capital Financial | Overland Park | KS | 02/2026 | Present |
1. Prime Capital Financial, LLC is 100% owned by CHHSZ Holdings, LLC. Joan Greenspon 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 | 2007-03-20 |
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