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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
181 Harry S. Truman Parkway Suite 175, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Linthicum | MD | 09/2012 | 10/2024 |
| Agia | Houston | TX | 12/2022 | 10/2024 |
| Corebridge Financial | Houston | TX | 12/2012 | 10/2024 |
| Connect Wealth | Annapolis | MD | 10/2024 | Present |
| Mariner Platform Solutions | Overland Park | KS | 10/2024 | Present |
Connect Wealth; Investment related, Annapolis, MD, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 10/2024, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-07 |
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