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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| CO | RA | APPROVED | 2025-11-17 |
Branch Locations
660 Newport Center Dr Suite 220, Newport Beach, CA 92660 • United States
310 S Valley Hwy Suite 205, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 11/2021 | 11/2025 |
| Paramount Pictures | Hollywood | CA | 09/2019 | 11/2021 |
| William Morris Endeavor | Beverly Hills | CA | 04/2016 | 09/2019 |
| Mariner | Overland Park | KS | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-02 |
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