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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-19 |
| CA | RA | APPROVED | 2018-12-03 |
| TX | RA | APPROVED | 2018-12-03 |
Branch Locations
7755 Irvine Center Drive Suite 500, Irvine, CA 92618 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Bentonville, AR • United States
Rancho Santa Margarita, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Irvine | CA | 05/2009 | 12/2018 |
| Independent Financial Partners | Irvine | CA | 03/2014 | 12/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2018 | Present |
| Triad Advisors | Norcross | GA | 01/2019 | 08/2024 |
| Osaic Wealth, Inc. | Irvine | CA | 08/2024 | 11/2025 |
1) Multiple insurance carrier; investment related; multiple locations; life insurance and annuities; agent; 3/2014; 20 hrs/month; 1 hr during trading; agent 2) M.A. Rosenthal & Associates; not investment related; 8 Wood Barn, Ladera Ranch, CA 92694; corporate entity (dba only); 1/1/2010; 1 hr/month; 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
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