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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-09-19 |
| TX | RA | APPROVED | 2019-12-12 |
| KS | RA | APPROVED | 2018-10-01 |
Branch Locations
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
8480 E Orchard Rd #6900, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Financial | Omaha | NE | 11/2015 | 08/2017 |
| Renaissance Financial | Omaha | NE | 08/2017 | 11/2017 |
| Unemployed | Omaha | NE | 11/2017 | 01/2018 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 01/2018 | 09/2018 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 09/2018 | Present |
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, 06/2021, <10 hrs./mo. <10 hrs. during trading, sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs). 2) 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 INVESTMENT ADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-01 |
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