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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-28 |
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 |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services Inc. | Minneapolis | MN | 02/2003 | 01/2025 |
| Cbiz Financial Solutions, Inc. | Minneapolis | MN | 01/2005 | 07/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2025 | Present |
Fixed insurance sales and service; investment related; Orono, MN; sales and service of non-variable insurance products; agent; 11/2001; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-31 |
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