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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-01-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Berkshire Hathaway Homeservices | San Diego | CA | 05/2005 | Present |
| Ameritas Life | San Diego | CA | 03/2021 | 01/2022 |
| Ameritas Investment Corp | Glendale | AZ | 01/2017 | 01/2022 |
| Private Client Services | San Diego | CA | 01/2022 | Present |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 12/2022 | Present |
1) Ameritas Life Insurance. PO Box 81889, Lincoln NE 68501. Sale of life insurance products. Insurance agent, sale and service of fixed insurance and annuity products. 16 hrs/mo; 10 during trading hrs. 2) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. RIA. 1 hr/mo; 1 during trading hrs. 3) Quantum. 18700 N Hayden Rd, #310, Scottsdale, AZ 85255. Provides life and annuity products. Insurance agent, sale and service of fixed insurance and annuity products. 5 hrs/mo; 2 during trading hrs. 4) Berkshire Hathaway HomeServices- California Properties. 2355 Northside Dr, Ste 180, San Diego, CA 92108. Realtor/independent contractor for sales of residential real estate. Realtor to assist clients buy and sell residential real estate properties in San Diego Conty. 15 hrs/mo; 0 during trading hrs. 5) Insurance Agent. 1660 Hotel Circle North, Suite 705. Sale of life insurance products through various companies. Insurance agent, sale and service of fixed-insurance products, including through non-affiliates insurance marketing organizations (IMOs). 16 hrs/mo; 10 during trading hrs. 6) PCRM, LLC. 6201 College Blvd, Suite #150. Doing business as Prime Capital Risk Management. Fixed-Insurance Prodcuts. Insurance agent, sale and service of fixed insurance products, including through non-affiliated insurance marketing organizations (IMOs). 16 hrs/mo; 10 during trading hrs. 7) Deanne M Palmer. 2550 5th-Suite #709, San Diego, CA 92103. Established an S-Corp for tax purposes to handle my income from securities, insurance and real estate sales. Owner. 0 hrs/mo. 8) ETA Gamma House Corporation Kappa Kappa Gamma Fraternity. 5998 Alcala Park, UC113, San Diego, CA 92110. Non-profit womens collegiate chapter at the University of San Diego. Lead advisor to the chapter officers. Oversee their budget account and advise on their chapter activities. 6 hrs/mo; 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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