Best Investors
Account
Sign in
5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-13 |
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 | 10/2012 | 02/2023 |
| Self Employed | Annapolis | MD | 05/2007 | Present |
| Agia | Houston | TX | 12/2022 | 02/2023 |
| Mutual Advisors, Llc. | Casper | WY | 02/2023 | 03/2024 |
| Mariner Platform Solutions | Overland Park | KS | 03/2024 | Present |
| Connect Wealth | Annapolis | MD | 02/2023 | Present |
1. Watershed Title, Start Date: 07/01/2022, 1460 Ritchie Highway, Ste. 212, LLC, Private Placement, Sales Service Agreement, I have no duties, I refer business from time to time but never any of my clients, Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 2. Notary Public, Start Date: 06/2006, 204 MT Oak Pl., Annapolis, MD 21409, Individual Notary, Notary, I Notarize from time to time and I never charge for this, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 3. Heca Holdings, LLC., Start Date: 01/20/2022, 204 Mt Oak Place, Annapolis, MD 21409, LLC, Real Estate Holdings, Managing Member, This is an LLC owned by my wife and I in order to invest in Real Estate and Real Estate Investments, Investment Related, 1 Hour per month, 1 Hours per day during trading hours. 4. Connect Wealth; investment-related; Annapolis, MD; offering investment advisory services through Mariner Platform Solutions; Advisor; start date: 02/2023; 160 hrs/month during securities trading hours 5. Ash Brokerage LLC; Not investment related, Annapolis, MD, Insurance Agent, Start date: 3/22/2024, 1 hour per month, 1 hr during trading hours. Write insurance policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-19 |
Reach out to this advisor