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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-04-08 |
| KS | RA | APPROVED | 2024-04-03 |
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Ernst & Young | Dallas | TX | 10/2016 | 06/2017 |
| Centerpoint Energy | Little Rock | AR | 07/2017 | 03/2018 |
| Lpl Financial, Llc | Little Rock | AR | 06/2018 | 06/2019 |
| Genwealth Financial Advisors Llc | Bryant | AR | 09/2018 | 08/2023 |
| Independent Advisor Alliance | Charlotte | NC | 09/2022 | 08/2023 |
| Prime Capital Financial | Overland Park | KS | 04/2024 | Present |
| Private Client Services | Little Rock | AR | 04/2024 | Present |
| Unemployed | Little Rock | AR | 08/2023 | 04/2024 |
| Osorio Rentals Llc | Little Rock | AR | 01/2023 | 12/2025 |
1) 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, 1/2024, 10hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
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