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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
1450 Maria Lane Suite 400, Walnut Creek, CA 94596 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Danville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinity Financial Services | Oakland | CA | 02/2012 | 06/2025 |
| Baybridge Capital Group, Llc | Pleasanton | CA | 10/2016 | 06/2025 |
| Sole Proprietor | Pleasanton | CA | 03/2009 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2025 | Present |
1. Digital Insurance; fixed insurance sales and service; investment related; 1450 Maria Lane, Suite 400, WALNUT CREEK, CA, USA, 94596; sales and service of non-variable insurance products; agent; 01/03/2013; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-29 |
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