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Peter Falkowski

Onedigital

Overland Park, KS

Auburn Hills, MI

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-02-05
  • MI RA
    APPROVED
    Since 2024-02-05

Branch Locations

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

900 North Squirrel Rd Ste 120, Auburn Hills, MI 48326 • 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
Blackrock Investments, Llc New York NY 07/2013 01/2019
Lincoln Financial Distributors Radnor PA 09/2019 02/2022
Harbor Capital Advisors Chicago IL 02/2022 08/2023
Unemployed West Bloomfield MI 01/2019 09/2019
Harbor Funds Distributors, Inc. Chicago IL 02/2022 08/2023
Onedigital Investment Advisors Llc Overland Park KS 11/2023 Present
Unemployed West Bloomfield MI 09/2023 11/2023
  • 07/2013 → 01/2019
    Blackrock Investments, Llc
    New York, NY
  • 09/2019 → 02/2022
    Lincoln Financial Distributors
    Radnor, PA
  • 02/2022 → 08/2023
    Harbor Capital Advisors
    Chicago, IL
  • 01/2019 → 09/2019
    Unemployed
    West Bloomfield, MI
  • 02/2022 → 08/2023
    Harbor Funds Distributors, Inc.
    Chicago, IL
  • 11/2023 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 09/2023 → 11/2023
    Unemployed
    West Bloomfield, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-05
S63 Uniform Securities Agent State Law Examination 2008-11-13
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05
  • S63 Uniform Securities Agent State Law Examination
    2008-11-13
Other Names
  • Peter Joseph Falkowski

View on SEC IAPD

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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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