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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-07 |
Branch Locations
305 West Main St Suite 1151, Boonton, NJ 07005 • 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 |
|---|---|---|---|---|
| Comprehensive Asset Management And Servicing, Inc. | Fairfield | NJ | 01/1999 | 12/2022 |
| Jfl Total Wealth Management | Boonton | NJ | 04/2012 | 12/2022 |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 11/2022 | Present |
| Aurora Private Wealth, Inc. | Boonton | NJ | 04/2017 | 12/2022 |
| Triad Advisors | Norcross | GA | 01/2023 | 01/2024 |
1) JFL Hometown LLC;investment related;305 West Main St,Boonton,NJ 07005;property that my office is located at;owner;4/1/2014;5 hrs/month;0 hrs during trading;responsible for the maintenance of the building,paying taxes,and making sure it is in good shape 2) The Eagle Has Landed;not investment related;305 West Main St,Boonton,NJ 07005;S corp;president/owner;10/3/2022;1 hr/month;1 hr during trading;shell company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-08 |
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