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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-27 |
Branch Locations
15 Sw Colorado Avenue Suite 280, Bend, OR 97702 • 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 |
|---|---|---|---|---|
| Advisory Services & Investments, Llc | Bend | OR | 08/2006 | 12/2021 |
| Asi Wealth Management & Consulting Services | Bend | OR | 12/2021 | 12/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-01 |
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