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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 | 2026-02-25 |
Branch Locations
Hughesville, MD • United States
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 |
|---|---|---|---|---|
| Clovernook Country Club | Cincinnati | OH | 05/2020 | 08/2024 |
| Champion City Kings | Springfield | OH | 05/2022 | 08/2022 |
| Fidelity Investments | Covington | KY | 08/2024 | 08/2025 |
| Wittenberg University | Springfield | OH | 09/2020 | 05/2024 |
| Mercy Mcauley High School | Cincinnati | OH | 08/2018 | 05/2020 |
| St. Ignatius | Cincinnati | OH | 08/2016 | 02/2021 |
| Dave Faigle And Son Jewelry | Cincinnati | OH | 05/2021 | 12/2022 |
| Mcauley High School | Cincinnati | OH | 08/2016 | 05/2018 |
| Wittenberg University | Cincinnati | OH | 08/2020 | 05/2024 |
| Mariner Platform Solutions | Overland Park | KS | 02/2026 | Present |
| Connect Wealth | Annapolis | MD | 09/2025 | Present |
Connect Wealth; Investment related, Annapolis, MD, Client Service Associate, Offering investment services through Mariner Platform Solutions, start date; 02/2026, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
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