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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-27 |
Branch Locations
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
1177 West Loop South - Suite #1610, Houston, TX 77027 • 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 | 05/2009 | 09/2023 |
| Giriard Securities, Inc | Houston | TX | 05/2009 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 06/2020 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 09/2023 | Present |
1) INSURANCE AGENT. INVESTMENT-RELATED. 1177 WEST LOOP SOUTH, SUITE #1610, HOUSTON, TX 77027. INSURANCE PRODUCTS. INSURANCE AGENT. 09/2023. 5 HOURS DEVOTED. 5 HOURS DEVOTED DURING TRADING HOURS. SALE AND SERVICE OF FIXED INSURANCE PRODUCTS, INCLUDING THROUGH NON AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOS). 2) Medicare Backoffice, non-investment related, 8420 W Dodge Rd, Ste 510, Omaha NE 68114. Medicare Supplement advice, Advisor, 04/30/2024, 5 hours per month, 0 hours per month during trading, provide the referral to Medicare Backoffice to assist clients in obtaining information and signing up for Medicate Supplement plans. 3) CHHSZ HOLDINGS, LLC, INVESTMENT RELATED, 6201 COLLEGE BLVD STE#150 OVERLAND PARK KS 66211, PARTNER, CHHSZ HOLDINGS LLC IS A LIMITED LIABILITY COMPANY "LLC" FORMED IN OCTOBER 2019 UNDER THE LAWS OF THE STATE OF DELAWARE. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA), A REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES ADVISORY SERVICES AS AN IRA OF PCIA, <1 HR /MONTH, <1 HR / MONTH DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-20 |
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