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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Franklin | TN | 07/2011 | 07/2021 |
| Lpl Financial Llc | Franklin | TN | 07/2021 | 11/2021 |
| Mml Investors Services, Llc | Franklin | TN | 12/2021 | 08/2025 |
| Mass Mutual Life Insurance Company | Franklin | TN | 11/2021 | 08/2025 |
| Lenox Advisors Inc | Franklin | TN | 12/2021 | 08/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 11/2025 | Present |
Fixed insurance sales and service; investment related; Franklin, TN 37064; sales and service of non-variable insurance products; agent; 11/21/2018; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-15 |
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