Richard Patrick Gleason

Current Employers

Employment History

• 05/2011 → 11/2018
  Wells Fargo
  San Francisco, CA
• 11/2018 → 02/2019
  Private Client Services
  Boerne, TX
• 11/2018 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2011-07-19 → 2018-11-19
  Wells Fargo Clearing Services, Llc
  Boerne, TX
  Austin, TX
  Kerrville, TX
  Austin, TX
  Comfort, TX
  Ingram, TX
  Lakehills, TX
  Boerne, TX

Other Businesses

1) SMALL BUSINESS, BIG OPPORTUNITIES, FINDING THE RIGHT PATH TO BUSINESS GROWTH AND FINANCIAL SECURITY, INVESTMENT-RELATED, 142 STEEL VALLEY DRIVE, BOERNE, TX 78006, AUTHOR, 6/2020, <2 HOURS PER MONTH, <2 HOURS PER MONTH DURING TRADING, DISTRIBUTION OF BOOK 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, 02/2021, 10 hrs./mo., 10 hrs., SALE AND SERVICE OF FIXED INSURANCE PRODUCTS INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOs). 3) CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 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 DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA. 4) FORGE BUSINESS BROKERAGE CO., NON-INVESTMENT RELATED, 606 FRYE ST, BOERNE TX 78006, BUSINESS BROKERAGE, 1/3 OWNER, PRINCIPAL, 06/24/2024 START DATE, 25 HOURS PER MONTH, 15 HOURS PER MONTH DURING TRADING, DUTIES INCLUDE HELPING THE TEAM WALK BUSINESS OWNERS THROUGH SELLING THEIR BUSINESS. 5) THE 100 CLUB OF KENDALL COUNTY, NON-INVESTMENT RELATED, 124 OLD SAN ANTONIO RD, BOERNE TX 78006, BOARD MEMBER, START DATE 07/2024, THE 100 CLUB OF KENDALL COUNTY IS ORGANIZD TO ENGAGE IN ALL ACTIVITIES NECESSARY, USEFUL, OR EXPEDIENT TO ENCOURAGE, PROMOTE AND FURTHER AUGMENT THE SAFE AND EFFECTIVE LAW ENFORCEMENT, FIREFIGHTING, AND EMERGENCY MEDICAL SERVICES IN OUR PRIMARY SERVICE AREA OF KENDALL COUNTY. TX BY SUPPORTING FIRST RESPONDERS, THEIR CHILDREN THEIR FAMILIES AND OUR COMMUNITY, 8 HOURS PER MONTH, 2 HOURS PER MONTH DURING TRADING, HELPS RISE FUNDS AND BASIC OPERATIONS

Exams

• S66 Uniform Combined State Law Examination
  2011-07-14

Other Names

• Richard P Gleason
• Ricky Gleason