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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-06-01 |
Branch Locations
720 Cool Springs Boulevard Suite 400, Franklin, TN 37067 • United States
Brentwood, TN • 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 |
|---|---|---|---|---|
| Paradigm Group | Nashville | TN | 09/2007 | 09/2018 |
| Lpl Financial Llc | Nashville | TN | 10/2013 | 07/2020 |
| Global Retirement Partners, Llc | Nashville | TN | 10/2018 | 07/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2020 | Present |
| Triad Advisors | Norcross | GA | 07/2020 | 02/2024 |
| Digital Insurance,Llc | Nashville | TN | 09/2018 | 07/2020 |
| Valmark Securities, Inc. | Akron | OH | 02/2024 | Present |
1) OneDigital; investment related; 720 Cool Springs Boulevard, Suite 400, Franklin, TN 37067; non-variable insurance; Senior Vice President Retirement and Wealth;9/2018; 5 hr/month; 1 hr during trading; group health and welfare products/// 2) OneDigital Investment Advisors LLC; investment related; 720 Cool Springs Boulevard, Suite 400, Franklin, TN 37067; RIA; Senior Vice President Retirement Plan Consulting; 7/2020; 100 hrs/month; 5 hrs during trading; Manages investment advisory services under OneDigital's RIA/// 3) OneDigital Executive Benefits: investment related; 720 Cool Springs Boulevard, Suite 400, Franklin, TN 37067;Executive Benefits; Senior Vice President Retirement Plan Consulting; 2/2024; 60 hrs/month; 2.5 hrs. during trading; Leads executive benefits strategy and client solutions///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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