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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-04
TX RA APPROVED 2025-11-04
  • CA RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

7755 Irvine Center Drive Suite 500, Irvine, CA 92618 • United States

6165 Greenwich Drive Suite 340, San Diego, CA 92122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hub International Investment Services Inc. San Diego CA 01/2013 10/2025
Cambridge Investment Research Inc Fairfield IA 08/2014 10/2025
Cambridge Investment Research Advisors Inc Fairfield IA 08/2014 10/2025
Onedigital Investment Advisors Llc Overland Park KS 11/2025 Present
  • 01/2013 → 10/2025
    Hub International Investment Services Inc.
    San Diego, CA
  • 08/2014 → 10/2025
    Cambridge Investment Research Inc
    Fairfield, IA
  • 08/2014 → 10/2025
    Fairfield, IA
  • 11/2025 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2014-08-13 → 2025-11-11
    San Diego, CA
  • 2014-11-18 → 2020-12-08
    Hub International Investment Services Inc.
    Westlake Village, CA
    San Diego, CA
    San Diego, CA
    Austin, TX
    San Diego, CA
  • 2008-04-22 → 2014-08-14
    Financial Telesis Inc
    San Rafael, CA
    San Diego, CA
  • 2007-05-15 → 2008-04-18
    Cincinnati Analysts, Inc.
    San Diego, CA
Other Businesses

SATORI INVESTMENT CONSULTANTS INC.; INVESTMENT RELATED; CARLSBAD, CA 92011; 1/1/2012; PRESIDENT; OWNER; SHELL COMPANY; 10 HOURS/MONTH DEVOTED; 0 DURING TRADING; ALL MANAGEMENT AND FINANCIAL DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-30
S63 Uniform Securities Agent State Law Examination 2001-05-24
  • S65 Uniform Investment Adviser Law Examination
    2001-07-30
  • S63 Uniform Securities Agent State Law Examination
    2001-05-24
Other Names
  • Jason Smith

View on SEC IAPD

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