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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 | 2024-03-20 |
Branch Locations
181 Harry S. Truman Parkway Suite 175, Annapolis, MD 21401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Csp Settlements, Llc Dba Eagle Title | Annapolis | MD | 07/2007 | 01/2017 |
| Valic Financial Advisors, Inc. | Linthicum | MD | 11/2010 | 08/2022 |
| Mutual Advisors, Llc. | Casper | WY | 08/2022 | 03/2024 |
| Mariner Platform Solutions | Overland Park | KS | 03/2024 | Present |
| Connect Wealth | Annapolis | MD | 03/2024 | Present |
1. AP Holdings, LLC., Start Date: 06/26/2015, 888 Bestgate Rd., Ste. 419, Annapolis, MD 21401, LLC, Investment Holding Company, Member, AP Holdings is a holding company for real estate and other investments. Investments include 201 Richard LLC, New Berlin Two LLC, 2047 Park LLC, 1361 Links LLC, 9716 Riverside LLC, UGP LBS LLC, and 125 Bowery St, Frostburg, MD, Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 2. Broadneck High School, Start Date: 08/01/2015, 1265 Green Holly Dr., Annapolis, MD 21409, Government, Public School, Coach, Coach Golf team at Broadneck High School, Not Investment Related, 30 Hours per month, 2 Hours per day during trading hours. 3. Independent Insurance Agent, Start Date: 08/15/2022, 888 S. Harrison St. Ste. 900, Fort Wayne, IN 46802, Corporation, Insurance Agency, Agent, Ash Brokerage will be General Agent to provide insurance products to clients, I will be recommending insurance products to clients as needed, Not Investment Related, 20 Hours per month, 1 Hour per day during trading hours. 4. Connect Wealth; investment-related; Annapolis, MD; offering investment advisory services through Mariner Platform Solutions; Advisor; start date: 03/2024; 160 hrs/month during securities trading hours Watershed Title, LLC; Not investment related, Annapolis, MD, Agent, Start date: 7/1/2022, 1 hour per month, 1 hour during trading hours. Refer business to title company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-29 |
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