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Current Employers
Prime Capital Financial

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
TX RA APPROVED_RES 2022-04-25
  • CA RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2003 → 01/2022
    Ameritas Investment Corp.
    Lincoln, NE
  • 10/2003 → 01/2022
    Ameritas Life Insurance Company
    Lincoln, NE
  • 01/2000 → 11/2017
    20/20 Financial Advisors A De Co
    San Diego, CA
  • 11/2015 → 01/2023
    20/20 Capital Management
    Costa Mesa, CA
  • 12/2017 → 01/2023
    20/20 Financial Advisers - Palmer Group Llc
    San Diego, CA
  • 01/2022 → 12/2024
    Private Client Services
    San Diego, CA
  • 04/2022 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2022-11-08 → 2022-12-31
    20/20 Capital Management, Inc
    San Diego, CA
  • 2015-12-04 → 2022-11-07
    20/20 Capital Management, Inc
    San Diego, CA
    Costa Mesa, CA
  • 2004-09-30 → 2017-10-02
    Ameritas Investment Company, Llc
    San Diego, CA
    Lincoln, NE
    Glendale, AZ
  • 1997-07-08 → 2004-09-30
    The Advisors Group, Inc.
    San Diego, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-01
S63 Uniform Securities Agent State Law Examination 1994-10-20
  • S65 Uniform Investment Adviser Law Examination
    1999-11-01
  • S63 Uniform Securities Agent State Law Examination
    1994-10-20
Designations

View on SEC IAPD

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