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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
Branch Locations
6303 Owensmouth Avenue - 10Th Floor Office# 1042, Los Angeles, CA 91367-2263 • 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 |
|---|---|---|---|---|
| Delta Airlines | Salt Lake City | UT | 11/2009 | 08/2020 |
| Fidelity Investments | Salt Lake City | UT | 08/2016 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 07/2020 | 06/2022 |
| Financial Engines Advisors L.L.C | Woodland Hills | CA | 06/2022 | Present |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 07/2018 | 07/2020 |
| Prime Capital Financial Advisors, Llc | Overland Park | KS | 11/2024 | Present |
1) Issako and Anelesoni; INVESTMENT RELATED: No; ADDRESS: Thousand Oaks, CA 91320; NATURE: Ecommerce. My wife wants to set up 2 Ecommerce stores with amazon to sell home decor and other items.; POSITION: Co-Owner; START DATE: 12/12/2022; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: As co-owner, my wife and I will perform all the necessary duties to operate the stores together. 2) CHHSZ HOLDINGS, LLC, INVESTMENT RELATED, 6201 COLLEGE BLVD STE#150 OVERLAND PARK KS 66211, PARTNER, 11/8/2024, 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 3)PCRM, LLC DOING BUSINESS AS PRIME CAPITAL RISK MANAGEMENT, INVESTMENT RELATED, 6201 COLLEGE BLVD - SUITE #150, OVERLAND PARK KS 66211, FIXED INSURANCE PRODUCTS, INSURANCE AGENT, 11/08/2024, 10 HRS / MONTH, 10 HOURS /MONTH DURING TRADING, SALE AND SERVICE OF FIXED INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOs)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
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