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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-15 |
Branch Locations
4200 W. Cypress Street Ste 800, Tampa, FL 33607 • United States
Trinity, FL • 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | New York | NY | 07/2004 | 01/2021 |
| Fisher Investments | Tampa | FL | 01/2021 | 06/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2022 | Present |
The Paulino Group, LLC; investment related; 7901 4th Street North, Suite 14951, St. Petersburg, FL 33702; Partner; Dec 01, 2022; 10 hours/month devoted; 0 hours during securities trading hours; real estate rentals and sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
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