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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-20 |
Branch Locations
301 East Pine Street Suite 650, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Lpl Financial Corporation | Winter Park | FL | 11/2010 | 02/2017 |
| Triad Advisors, Inc. | Norcross | GA | 02/2017 | 08/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2015 | Present |
| Osaic Wealth, Inc. | Orlando | FL | 08/2024 | Present |
1) Chepenik Financial ; investment related ; 429 S. Keller Road, Suite 310, Orlando, FL 32810 ; financial services ; director of private client services ; 10/18/2005 ; 160 hrs/month ; 6.5 hrs during trading ; client service and support 2) OneDigital ; investment related ; 11101 Switzer Road, Suite 200, Overland Park, KS 66211 ; investment advisory services ; director of private client services ; 7/1/2020 ; 20 hrs/month ; 1-2 hrs during trading ; responsible for providing client service, opening new accounts and preparing client reviews
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-14 |
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