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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Princor Financial Services | Des Moines | IA | 01/2001 | 03/2017 |
| Principal Securities, Inc. | Des Moines | IA | 03/2018 | 10/2020 |
| Principal Life Insurance Company | Des Moines | IA | 07/1997 | 06/2024 |
| Robustwealth, Inc. | Lambertville | NJ | 08/2018 | 11/2021 |
| Principal Funds Distributor, Inc. | Des Moines | IA | 06/2022 | 04/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2025 | Present |
Executor/POA; investment related; Newtown, PA 18940; Executor; Power of Attorney; 11/2005; 3 hours/month devoted; 0 hours during securities trading hours; assist with questions about accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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