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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-27 |
Branch Locations
11 Centre Park Suite 303, Rochester, NY 14614 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Westminster Financial Llc | Rochester | NY | 02/2008 | 04/2021 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-29 |
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