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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-14 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Union, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 01/2008 | 01/2018 |
| Stancorp Equities, Inc. | Cincinnati | OH | 03/2018 | 12/2019 |
| Standard Retirement Services, Inc. | Cincinnati | OH | 03/2018 | 12/2019 |
| Lincoln Investment | Fort Washington | PA | 02/2020 | 01/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 02/2022 | 12/2024 |
| Advised Assets Group, Llc | Greenwood Village | CO | 02/2022 | 12/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2024 | Present |
Fixed insurance sales and service; investment related; Union, KY; sales and service of non-variable insurance products; agent; 1/11/2018; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-24 |
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