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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-29 |
Branch Locations
300 Galleria Parkway Suite 1100, Atlanta, GA 30339 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Greensboro, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corp | Columbus | OH | 06/2019 | 10/2021 |
| Stadion Money Management | Watkinsville | GA | 08/2009 | 07/2018 |
| State Farm Insurance | Grovetown | GA | 08/2018 | 06/2019 |
| Mutual Of Omaha Investor Services | Omaha | NE | 11/2021 | 06/2024 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 10/2021 | 06/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2024 | Present |
1. Rockham Enterprises, LLC ; investment-related ; private address, Greensboro, GA 30642 ; passive investment ; 6/14/2022 start date ; 1 hour/month devoted ; 0 hours devoted during securities trading hours ; investing in rental properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-22 |
| S66 | Uniform Combined State Law Examination | 2000-11-10 |
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