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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-13 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Glen Allen, VA • United States
9954 Mayland Drive Suite 2200, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowe Brockenbrough & Company, Inc. | Richmond | VA | 04/2013 | 08/2019 |
| Lpl Financial Llc | Glen Allen | VA | 10/2023 | 07/2026 |
| Planchec(K), Llc | Glen Allen | VA | 08/2019 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2026 | Present |
PLANCHEC(K), LLC; NOT INVESTMENT RELATED; 11612 LONG MEADOW DRIVE, GLEN ALLEN, VA 23059; OWNER; 3/15/2019; 1 HOUR/MONTH DEVOTED; 0 HOURS DURING TRADING; ENTITY TO RECEIVE INSTALLMENT PAYMENTS RELATED TO THE SALE OF ITS OWNERSHIP INTEREST IN PLANCHEC(K) CPAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
| S66 | Uniform Combined State Law Examination | 2004-10-12 |
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