Terri Lynn Lewis

Current Employers

Employment History

• 03/2005 → 10/2017
  Lawing Financial Inc.
  Overland Park, MO
• 07/2010 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2017 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → 11/2021
  Private Client Services
  Louisville, KY

Previous Registrations

• 2005-03-11 → 2017-10-13
  Lawing Financial Inc
  Overland Park, KS
  Overland Park, KS

Other Businesses

1) PCRM, LLC doing business as Prime Capital Risk Management, investment-related, 6201 College Blvd., 7th Floor, Overland Park, KS 66211, fixed-insurance products, insurance agent, 02/2021, 10 hrs./mo., 10 hrs. during trading hours; 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 Delaware. CHHSZ Holdings, LLC is the sole owner of Prime Capital Investment Advisors, LLC ("PCIA"), a federally registered investment adviser. Member. 10/2021. <1 hour per month. <1 hour per month during trading hours. Member provides professional (investment advisory) services as an IAR of PCIA.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-27

Designations

Other Names

• Terri Rouner