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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-08 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
1133 Medina Road Suite 300, Medina, OH 44256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Canton | OH | 01/2018 | 01/2020 |
| Charles Schwab Retirement Plan Services | Richfield | OH | 07/1999 | 01/2018 |
| The Huntington Investment Company | Columbus | OH | 01/2018 | 01/2020 |
| The Huntington National Bank | Canton | OH | 01/2020 | 06/2022 |
| The Huntington Investment Company | Columbus | OH | 01/2020 | 06/2022 |
| Huntington National Bank | Canton | OH | 06/2022 | 06/2023 |
| The Huntington Investment Company | Columbus | OH | 06/2022 | 06/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
JRC POSITION: Board Member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/04/2022 ADDRESS: 3300 Parkway St NW, Canton OH 44708, United States DESCRIPTION: I am on the BOD of JRC, serving on the Finance Committee. JRC is a non-profit that provides services to seniors and pre-school age children. The Finance Committee does not have the authority to make decisions, only recommendations to which the entire board votes on. I will refrain from voting on any recommendations that pose a conflict of interest with OneDigital.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
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