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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-27 |
| OH | RA | APPROVED | 2022-11-15 |
Branch Locations
1133 Medina Rd., Medina, OH 44256 • 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 |
|---|---|---|---|---|
| Principal Life Insurance | Des Moines | IA | 03/2016 | 06/2018 |
| Princor Financial Services | Des Moines | IA | 04/2016 | 06/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2018 | 09/2022 |
| Cetera Investment Advisers Llc | Beachwood | OH | 06/2018 | 09/2022 |
| Farmers National Bank | Beachwood | OH | 06/2018 | 09/2022 |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
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