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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-14 |
Branch Locations
26 Cherry Street, Milford, CT 06460 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2022 | 06/2024 |
| Unemployed | Orange | CT | 08/2021 | 10/2022 |
| Nwn Carousel Corporation | Farmington | CT | 12/2020 | 07/2021 |
| Connecticut Business Systems, A Xerox Company | Wethersfield | CT | 05/2013 | 01/2021 |
| Prime Capital Investment Advisors | Overland Park | KS | 06/2024 | Present |
| Private Client Services | Milford | CT | 06/2024 | Present |
1) PCRM, LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. Sale and service of fixed insurance products. Agent; sale and service of fixed insurance products. 10 hrs/mo; 5 during trading hrs. Not investment related. 2) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. RIA. 160 hrs/mo; 140 during trading hrs. 3) BNI Global LLC. 26 Cherry Street, Milford, CT 06460. BNI is a global networking organization for professionals to network with other business professionals to grow their individual businesses. Attend weekly meetings and monthly leadership meetings. Vice president is responsible for reporting of the chapter, such as member attendance, number of referrals given per week, number of one-on-one meetings conducted, and new business generated. 10 hrs/mo; 0 during trading hrs. Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-11 |
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