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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-07 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
3523 N. Elm Street Suite 114, Greensboro, NC 27455 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Greensboro | NC | 10/2009 | 08/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2023 | Present |
| Triad Financial Advisors, Inc | Greensboro | NC | 06/2010 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-11 |
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