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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-02 |
| KS | RA | APPROVED | 2010-10-13 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Overland Park | KS | 11/2010 | 02/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2010 | Present |
| Triad Advisors | Norcross | GA | 02/2017 | 08/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | Present |
1.ONE DIGITAL INVESTMENT ADVISORS, LLC POSITION: VP of Wealth Management NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2020 ADDRESS: 200 Galleria Pkwy SE, Ste 1950, Atlanta GA 30339, United States DESCRIPTION: Investment Management and retirement planning services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-07 |
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