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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| VA | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2013 | 09/2024 |
| Capital Investment Advisors, Inc. | Bethesda | MD | 02/2013 | 09/2024 |
| Capital Asset Management Group, Inc. | Bethesda | MD | 02/2013 | 09/2024 |
| Mariner Platform Solutions | Overland Park | KS | 09/2024 | Present |
| Confido Advice & Investments | Purcellville | VA | 09/2024 | Present |
1)INDEPENDANT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 2) NATIONAL CAPITAL AREA FINANCIAL PLANNING ASSOCIATION, HERNDON , VA. BOARD MEMBER OF A NON-PUBLIC ENTITY. 01/01/2017, INVESTMENT RELATED, 7/WEEKLY, 7/TRADE 3) BOYD FAMILY VENTURES, LLC, 37279 KOERNER LN, PURCELLVILLE, VA, SHORT TERM RENTAL AND AGRICULTURE, 11/01/2019, FOUNDER/MANAGING PARTNER, 10 HOUR PER MONTH, 0/ DURING TRADING HOURS. OPERATE FAMILY AIR BNB. 4) Confido Advice & Investments; Purcellville, VA Offering investment services through Mariner Platform Solutions/Mariner Independent, President, start date; 09/2024, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
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