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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-25 |
| NJ | RA | APPROVED | 2021-12-02 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Williamsburg, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gouldin & Mccarthy Llc | Basking Ridge | NJ | 08/2006 | 07/2022 |
| Apw Capital, Inc. | Basking Ridge | NJ | 02/2007 | 01/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2021 | Present |
| Triad Advisors | Norcross | GA | 01/2022 | 11/2023 |
1) Insurance producer ; investment related ; Williamsburg, MI 49690 ; insurance producer ; 1/1/2007 ; 5 hrs/month ; 0 hrs during trading ; non-variable insurance sales __|__ 2) Harding-Madison Ice Hockey Association ; not investment-related ; 7 Dogwood Drive, Madison, NJ 07940 ; Board Member ; Jun 01, 2024 start date ; 1 hour/month devoted ; 0 hours devoted during securities trading hours ; Running the ice hockey teams for the Harding-Madison area in New Jersey.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-12 |
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