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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-19 |
| IN | RA | APPROVED | 2021-08-12 |
Branch Locations
134 Westwood Blvd, Columbus, IN 47201 • 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 |
|---|---|---|---|---|
| Columbus North High School | Columbus | IN | 07/2013 | 05/2017 |
| Adidas America | Edinburgh | IN | 03/2015 | 06/2018 |
| Indianapolis Indians | Indianapolis | IN | 05/2019 | 08/2019 |
| Northwestern Mutual Life | Greenwood | IN | 04/2020 | 02/2021 |
| Giesting Financial | Columbus | IN | 06/2021 | 08/2021 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 07/2021 | Present |
| Wabash College | Crawfordsville | IN | 08/2017 | 05/2021 |
| Harrison Lake Country Club | Columbus | IN | 03/2016 | 08/2019 |
1) Giesting Financial, investment related, 904 Washington St. Columbus IN 47201, financial services firm, paraplanner, 06/07/2021, 198 hours per month, 160 during trading hours, responsibilities include client meeting monitoring, assist with data entry for financial planning software, and general advisor assistance as needed. 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. 10 HOURS DURING TRADING, SALE AND SERVICE OF FIXED-INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-12 |
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