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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2024-06-02 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | The Woodlands | TX | 11/2015 | 07/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2024 | Present |
| Triad Advisors | Atlanta | GA | 07/2024 | 08/2024 |
| Zions | Houston | TX | 01/2004 | 07/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | 11/2024 |
| Valmark Securities, Inc. | Akron | OH | 11/2024 | Present |
OneDigital Investment Advisors LLC; investment related; Overland Park, KS ; SVP, Retirement Plan Consulting; 08/2024; Business development / sales and marketing of qualified retirement plans; 120 hours/ month; 6.5 hours during trading; salary, bonus, employer stock options __|__ Fixed insurance sales and service; investment related; Overland Park, KS; sales and service of non-variable insurance products; agent; 5/3/1991; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products __|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-10 |
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