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Account
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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-30 |
| LA | RA | APPROVED | 2020-07-08 |
| TX | RA | APPROVED_RES | 2020-07-02 |
Branch Locations
Lakewood Ranch,, FL • United States
4200 W Cypress Street Ste 800, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Tampa | FL | 04/2014 | 12/2016 |
| Independent Financial Partners | Tampa | FL | 05/2014 | 06/2020 |
| Onedigital Investement Advisors Llc | Overland Park | KS | 07/2020 | Present |
| Montgomery Retirement Plan Advisors, Inc. | Tampa | FL | 05/2014 | 06/2020 |
| Fidelis Fiduciary Management | Tampa | FL | 08/2014 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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