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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-04-06 |
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 |
|---|---|---|---|---|
| Personalizexyz, Llc | South Jordan | UT | 01/2015 | 03/2022 |
| Oakbridge Asset Management | South Jordan | UT | 01/2016 | 03/2022 |
| Royal Alliance Associates | South Jordan | UT | 02/2016 | 03/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 03/2022 | Present |
| Triad Advisors | Norcross | GA | 04/2022 | 06/2023 |
1)OneDigital Investment Advisors;investment related;8706 South 700 East,#104;paycheck comes from OneDigital,fee-based business will be written through the RIA;3/21/2022;director,personal retirement planning;160 hrs/month;6.5 hrs during trading;retirement planning,risk tolerance,annual reviews,portfolio selection
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-07 |
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