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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-10-06 |
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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 11/2013 | 10/2023 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 10/2023 | Present |
1. Owner of Porterfield LLC, a real estate holding company. Activity will take place from Fargo, ND. Organization is not primarily engaged in investment-related activity. Start date was November 28, 2017. One hour per month. Duties include the general management of the company. 2. Owner of AJD Properties, a real estate holding company. Activity will take place from Fargo, ND. Organization is not primarily engaged in investment-related activity. Start date was February 14, 2020. One hour per month. Duties include the general management of the company. 3. INSURANCE AGENT. INVESTMENT-RELATED. 1531 32ND AVE S, SUITE 102, FARGO, ND 58103. INSURANCE PRODUCTS. INSURANCE AGENT. 07/30/14. 2 HOURS/MONTH DEVOTED, 2 HOURS DEVOTED DURING TRADING HOURS. SALE AND SERVICE OF FIXED INSURANCE PRODUCTS, INCLUDING THROUGH NON AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOS). 4. 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 INVESTMENTADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, 10/6/2023,<1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADINGHOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA. 5. 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, 9/2024, 10hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-10 |
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