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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2022-04-25 |
Branch Locations
2550 5Th Ave - Suite #709, San Diego, CA 92103 • 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 |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/2003 | 01/2022 |
| Ameritas Life Insurance Company | Lincoln | NE | 10/2003 | 01/2022 |
| 20/20 Financial Advisors A De Co | San Diego | CA | 01/2000 | 11/2017 |
| 20/20 Capital Management | Costa Mesa | CA | 11/2015 | 01/2023 |
| 20/20 Financial Advisers - Palmer Group Llc | San Diego | CA | 12/2017 | 01/2023 |
| Private Client Services | San Diego | CA | 01/2022 | 12/2024 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 04/2022 | Present |
1) CONSULTING CLIENTS AS A CERTIFIED FINANCIAL PLANNER. 2550 5TH-SUITE #709, SAN DIEGO, CA 92103. MY DUTIES AND FIDUCIARY RESPONSIBILITES AS A CERTIFIED FINANCIAL PLANNER. MANAGING PARTNER OF 20/20 FINANCIAL ADVISERS PALMER GROUP. 1 HR/MO; 1 DURING TRADING HRS. 2) LARRY W. PALMER AND KIM A. PALMER FAMILY TRUST. 5701 DAFFODIL LN, SAN DIEGO, CA 92120. TRUSTEE OF PALMER FAMILY TRUST. TRUSTEE OF THE PALMER FAMILY TRUST ALL DUTIES AND RESPONSIBILITIES OF MANAGING TRUST ASSETS. 1 HR/MO; 1 DURING TRADING HRS. 3) CHHSZ HOLDINGS, LLC. 6201 COLLEGE BLVD, SUITE #150, OVERLAND PARK, KS 66211. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC ("PCIA") A FEDERALLY REGISTERED INVESTMENT ADVISER. MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA. 1 HR/MO; 1 DURING TRADING HRS. 4) INSURANCE AGENT. 2550 5TH-SUITE #709, SAN DIEGO, CA 92103. SALE OF LIFE INSURANCE PRODUCTS THROUGH VARIOUS COMPANIES. INSURANCE AGENT, SALE AND SERIVCE OF FIXED-INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILATIED LIFE MARKETING ORGANIZATIONS (IMOS). 25 HRS/MO; 18 DURING TRADING HRS. 6) PCRM, LLC. 6201 COLLEGE BLVD-SUITE #150. DOING BUSINESS AS PRIME CAPITAL RISK MANAGEMENT. FIXED-INSURANCE PRODUCTS. INSURANCE AGENT; SALE AND SERVICE OF FIXED INSURANCE PRODUCTS, INCLUDING NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOS). 25 HRS/MO; 18 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-20 |
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