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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
4647 Saucon Creek Rd. Suite 201, Center Valley, PA 18034 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | King Of Prussia | PA | 09/2011 | 10/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| Financial Engines Advisors L.L.C | Sunnyvale | CA | 10/2019 | 02/2026 |
| Prime Capital Financial | Overland Park | KS | 02/2026 | Present |
1) Rental Property; INVESTMENT RELATED: No; ADDRESS: 1300 Brookfield Rd., Lake Ariel, PA 18436; NATURE: Rental Property; POSITION: joint owner of property; START DATE: 10/17/2023; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Approve of short term rental requests, maintenance/repair needs. 2) Prime Capital Investment Advisors, LLC (Prime Capital Financial) is 100% owned by CHHSZ Holdings, LLC. Amanda Salyer 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 | 2012-05-22 |
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