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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-02 |
Branch Locations
Watkinsville, GA • United States
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Ifg Advisory, Llc | Atlanta | GA | 06/2016 | 02/2021 |
| Lpl Financial, Llc | Atlanta | GA | 06/2016 | 02/2021 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2021 | Present |
| Triad Advisors | Norcross | GA | 02/2021 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 2009-06-15 |
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