Best Investors Account Sign in
Current Employers
Prime Capital Financial

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-20
MA RA APPROVED 2023-02-24
DE RA APPROVED 2023-02-07
FL RA APPROVED 2023-01-18
CT RA APPROVED 2023-01-13
PA RA APPROVED 2023-01-13
MI RA APPROVED 2022-12-09
  • TX RA
    APPROVED_RES
    Since 2024-08-20
  • MA RA
    APPROVED
    Since 2023-02-24
  • DE RA
    APPROVED
    Since 2023-02-07
  • FL RA
    APPROVED
    Since 2023-01-18
  • CT RA
    APPROVED
    Since 2023-01-13
  • PA RA
    APPROVED
    Since 2023-01-13
  • MI RA
    APPROVED
    Since 2022-12-09

Branch Locations

418 North Main Street Suite #220, Royal Oak, MI 48067 • 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
Bloomfield Hills Financial Bloomfield Hills MI 11/2005 06/2020
First Allied Securities, Inc. San Diego CA 10/2013 06/2020
Portfolio Solutions Llc Troy MI 06/2020 12/2022
Prime Capital Investment Advisors, Lls Overland Park KS 12/2022 Present
Prime Capital Investment Advisors, Llc Overland Park KS 12/2022 Present
Private Client Services Royal Oak MI 08/2024 Present
  • 11/2005 → 06/2020
    Bloomfield Hills Financial
    Bloomfield Hills, MI
  • 10/2013 → 06/2020
    First Allied Securities, Inc.
    San Diego, CA
  • 06/2020 → 12/2022
    Portfolio Solutions Llc
    Troy, MI
  • 12/2022 → Present
    Prime Capital Investment Advisors, Lls
    Overland Park, KS
  • 12/2022 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 08/2024 → Present
    Private Client Services
    Royal Oak, MI
Previous Registrations
  • 2021-07-12 → 2022-12-16
    Liberty Wealth Advisors, Llc
    Naples, FL
Other Businesses

1) CHHSZ Holdings LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. CHHSZ Holdings, LLC investment related. 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. Partner. 1 hr/mo; 0 during trading hrs. 2) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. RIA. 180 hrs/mo; 130 during trading hrs. 3) PCRM LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. Sales and Service of fixed insurance products through IMO(S). Agent; sale and service of fixed insurance products. 10 hrs/mo; 4 during trading hrs. Not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-16
S66 Uniform Combined State Law Examination 2021-05-24
  • S63 Uniform Securities Agent State Law Examination
    2024-08-16
  • S66 Uniform Combined State Law Examination
    2021-05-24
Other Names
  • Annette Arlene Ponichter

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Royal Oak, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor