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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-06 |
Branch Locations
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
940 South Coast Drive Suite #110, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 02/2014 | 01/2017 |
| Unemployed / Sabbatical | Osaka | 01/2017 | 07/2017 | |
| Td Ameritrade | San Diego | CA | 07/2017 | 05/2018 |
| Charles Schwab & Co., Inc. | Portland | OR | 06/2018 | 01/2020 |
| Charles Schwab Bank | Portland | OR | 06/2018 | 01/2020 |
| Unemployed /Covid Pandemic | Beaverton | OR | 01/2020 | 08/2020 |
| Sackett Wealth Advisors | Brea | CA | 09/2020 | 07/2021 |
| Cooper Mcmanus Wealth Management | Irvine | CA | 07/2021 | 12/2021 |
| West Wealth Group, Llc | Irvine | CA | 10/2021 | 11/2022 |
| Bml Wealth Management | Irvine | CA | 07/2021 | 11/2022 |
| Self-Employed | Irvine | CA | 06/2016 | Present |
| M Holdings Securities, Inc. | Portland | OR | 12/2022 | 09/2023 |
| Private Client Services | Costa Mesa | CA | 09/2023 | Present |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 09/2023 | Present |
Prime Capital Investment Advisors, LLC. 6201 College Blvd, Suite 150, Overland Park, KS 66211. RIA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 2008-05-16 |
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