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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-28 |
| SC | RA | APPROVED | 2023-09-28 |
Branch Locations
101 N Tyron St Suite 600, Charlotte, NC 28120 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
106 Langtree Village Drive - Suite #301, Mooresville, NC 28117-7593 • United States
19109 W Catawb Ave - Suite #20, Cornelius, NC 28031-5611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson Capital | Davidson | NC | 02/1996 | 12/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 09/2018 | 09/2023 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 09/2023 | Present |
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, 09/28/2023,<1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADINGHOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-19 |
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