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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-08 |
Branch Locations
St Charles, MO • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| 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 |
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