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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-14 |
Branch Locations
300 Galleria Parkway Suite 1100, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 10/2015 | 01/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2022 | 09/2025 |
| Swmg Holdings, Llc | Cumming | GA | 01/2022 | 05/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2025 | Present |
| Swmg Holdings, Llc | Cumming | GA | 03/2026 | 05/2026 |
SWMG HOLDINGS, LLC; INVESTMENT RELATED; 300 GALLERIA PKWY, SUITE 1100, ATLANTA, GA 30339; SHELL COMPANY; OWNER; 1/2022; 10 HRS/MONTH, 1 HOURS DURING TRADING HOURS; ALL MANAGEMENT AND FINANCIAL DUTIES __|__ DIGITAL INSURANCE, LLC; INVESTMENT RELATED; 300 GALLERIA PKWY SUITE 1100 ATLANTA, GA 30339; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 10/2025; 4 HRS/MONTH; 1 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__ PARK AVENUE SOUTH PARTNERS, LLC; NOT INVESTMENT RELATED; ALPHARETTA, GA 30009; LLC; MANAGING MEMBER; 8/8/2020; 4 HRS/MONTH; 0 DURING TRADING; ENTITY OWNS AND MANAGES MULTIPLE RESIDENTIAL RENTAL PROPERTIES __|__ DAWGNOLE, LLC; INVESTMENT RELATED; TALLAHASSEE, FL 32304; LLC; PART OWNER; 6/14/2023; 4 HRS/MONTH DEVOTED; 0 DURING TRADING; INVESTMENT PROPERTY MANAGEMENT COMPANY __|__
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-04 |
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