Best Investors Account Sign in
Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-01-08
  • MO RA
    APPROVED
    Since 2025-01-08

Branch Locations

St Charles, MO • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • 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
Scottrade, Inc. Fort Meyers FL 05/2006 10/2017
Td Ameritrade Saint Louis MO 01/2017 03/2020
Edward Jones Saint Louis MO 04/2020 10/2024
Onedigital Investment Advisors Llc Overland Park KS 10/2024 Present
Osaic Wealth Scottsdale AZ 02/2025 Present
  • 05/2006 → 10/2017
    Scottrade, Inc.
    Fort Meyers, FL
  • 01/2017 → 03/2020
    Td Ameritrade
    Saint Louis, MO
  • 04/2020 → 10/2024
    Saint Louis, MO
  • 10/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 02/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
Previous Registrations
  • 2022-12-19 → 2024-10-22
    St Louis, MO
    St Charles, MO
    St Louis, MO
    St. Louis, MO
  • 2005-01-05 → 2006-04-19
    Wesley Chapel, FL
    New Port Richey, FL
  • 2003-05-30 → 2004-10-13
    Td Ameritrade, Inc.
    Tampa, FL
Other Businesses

1. ONEDIGITAL INVESTMENT ADVISORS LLC POSITION: Advertising Compliance Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/21/2024 ADDRESS: 11101 Switzer RD, suite 200, Overland Park KS 66210, United States DESCRIPTION: I review the firm's advertising for alignment with firm policy and SEC regulations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
S66 Uniform Combined State Law Examination 2003-05-20
S63 Uniform Securities Agent State Law Examination 2000-01-14
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16
  • S66 Uniform Combined State Law Examination
    2003-05-20
  • S63 Uniform Securities Agent State Law Examination
    2000-01-14
Other Names
  • Ross Brayton

View on SEC IAPD

More in St Charles, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor