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Current Employers
Prime Capital Financial

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-01
  • TX RA
    APPROVED
    Since 2022-07-01

Branch Locations

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

7373 Broadway St., Suite #107, San Antonio, TX 78209 • 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
Crossvault Capital Management San Antonio TX 01/2012 06/2022
Prime Capital Investment Advisors, Llc Overland Park KS 07/2022 Present
  • 01/2012 → 06/2022
    Crossvault Capital Management
    San Antonio, TX
  • 07/2022 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2012-01-17 → 2022-07-01
    Crossvault Capital Management Llc
    San Antonio, TX
  • 2006-11-10 → 2011-01-19
    Mastrapasqua Asset Management
    Nashville, TN
Other Businesses

1) CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 6201 COLLEGE BLVD SUITE #150, OVERLAND PARK, KS 66211, CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY,"LLC" FORMED IN OCTOBER, 2019 UNDER THE LAWS OF THE STATE OF DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENTADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADINGHOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.

Other Names
  • Sarah Spencer Calvert
  • Sarah Calvert Doerr

View on SEC IAPD

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