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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-21 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
8706 South 700 East Suite 104, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Salt Lake City | UT | 10/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 10/2014 | 11/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 11/2023 | Present |
| Plan Sponsor Solutions | West Jordan | UT | 04/2021 | 11/2023 |
| Unemployed | West Jordan | UT | 11/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-14 |
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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