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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-16 |
Branch Locations
11330 Vanstory Drive Ste 114A, Huntersville, NC 28078 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Huntersville | NC | 05/2012 | 01/2024 |
| Osaic Wealth, Inc. | Wilkesboro | NC | 01/2024 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2026 | Present |
ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 11330 VANSTORY DRIVE STE 114A, HUNTERSVILLE NC 28078; INVESTMENT ADVISER REPRESENTATIVE; VP, WEALTH MANAGEMENT; 1/1/2026; 160 HRS/MO DEVOTED; 160 HRS/MO DEVOTED DURING TRADING; INVESTMET ADVISORY SERVICES __|__ INSURANCE BROKER; INVESTMENT RELATED; 11330 VANSTORY DRIVE, STE 114A; HUNTERSVILLE, NC 28078; AGENT; 4/3/2018; 5 HRS/MO DEVOTED; 5 DURING TRADING; RESEARCH AND RECOMMEND INSURANCE PRODUCT SOLUTIONS THAT BEST FIT CLIENTS NEEDS __|__ G&G LAKEFRONT LLC; NOT INVESTMENT RELATED; 18716 NAUTICAL DRIVE, UNIT 4, CORNELIUS, NC 28031; LLC; VP/REGISTERED AGENT;8/15/2015; 1 HR/MO DEVOTED; 0 HOURS DURING TRADING; FAMILY OWNED LLC WHICH OWNS REAL ESTATE PROPERTY. ASSIST WITH ANNUAL FILING REPORT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
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