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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-01-06 |
Branch Locations
2101 Highway 34 South Suite B, Wall, NJ 07719 • United States
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 |
|---|---|---|---|---|
| Voya Financial | New York | NY | 09/2015 | 09/2016 |
| Voya Financial Partners, Llc | Spring Lake Heights | NJ | 10/2015 | 09/2016 |
| Greenleaf Advisors Llc | Red Bank | NJ | 03/2019 | 03/2021 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2017 | 02/2021 |
| Cafaro Greenleaf | Red Bank | NJ | 09/2016 | 01/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2021 | Present |
| Triad Advisors | Norcross | GA | 02/2021 | 08/2024 |
| Osaic Wealth, Inc. | Wall | NJ | 08/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-01 |
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