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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-24 |
Branch Locations
777 International Parkway - Suite #180, Flower Mound, TX 75022 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arkansas | Fayetteville | AR | 08/2015 | 01/2018 |
| Data Fork Digital Group | Dallas | TX | 01/2018 | 10/2018 |
| Optex Systems | Dallas | TX | 10/2018 | 06/2021 |
| Prime Capital Investment Advisors | Dallas | TX | 05/2021 | Present |
1) PCRM, LLC DOING BUSINESS AS PRIME CAPITAL RISK MANAGEMENT, INVESTMENT-RELATED, 777 INTERNATIONAL PARKWAY, STE #180, FLOWER MOUND,TX 75022, FIXED-INSURANCE PRODUCTS, INSURANCE AGENT,03/2022, 1 HRS./MO., 1 HRS. 1 HOURS DURING TRADING, SALE AND SERVICE OF FIXED-INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOS). 2) LEGACY ESTATE PLANNING, NON-INVESTMENT RELATED, 3434 WHIRLAWAY RD DALLAS TX 75229, COUNSEL ON NEED FOR ESTATE PLANNING DOCUMENTS, OWNER, 02/05/2024, <10 HOURS PER MONTH, <10 HOURS DURING TRADING HOURS, COUNSEL CLIENTS REGARDING THEIR ESTATE PLANNING NEEDS, DRAFT LEGAL DOCUMENTS (I.E.WILLS/TRUSTS/HEALTHCARE DIRECTIVES/POAS)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-22 |
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