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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-03-25 |
| CO | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
4801 Lang Ave - Suite #110, Alburquerque, NM 87109 • United States
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 |
|---|---|---|---|---|
| Oxford Wealth Advisors | Rio Rancho | NM | 03/2013 | 12/2023 |
| Horter Investment Management, Llc | Cincinnati | OH | 07/2015 | 04/2020 |
| Townsquare Capital | Rio Rancho | NM | 04/2020 | 12/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | 12/2023 |
| Unemployed | Greenwood Village | CO | 12/2023 | 02/2024 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 02/2024 | Present |
1.) 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, 02/2024, 1hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs) 2.) Prime Capital Investment Advisors, LLC is 100% owned by CHHSZ Holdings, LLC. Gage Kemsley is a member of CHHSZ Holdings, LLC and as such is entitled to receive a share of the company’s profits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-05 |
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