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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-15 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Vancouver | WA | 11/2011 | 02/2017 |
| E*Trade Securities Llc | Portland | OR | 02/2017 | 04/2018 |
| E*Trade Capital Management Llc | Portland | OR | 02/2017 | 04/2018 |
| Lincoln Financial Group | Vancouver | WA | 02/2014 | 02/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 04/2018 | 11/2019 |
| Fisher Investments | Camas | WA | 11/2019 | 12/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2025 | Present |
MT. HOOD MEADOWS SKI RESORT; NOT INVESTMENT RELATED; 14040 HIGHWAY 35, MT. HOOD, OR 97041; ASSISTANT HEAD SKI COACH; 01/2014; 28 HR/MO DEVOTED; 0 HR/MO DURING TRADING; COACHING THE LINCOLN HIGH SCHOOL ALPINE SKI TEAM__|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-22 |
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