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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Wrh Services Dba The Todd Organization | Rocky River | OH | 05/2007 | 08/2019 |
| Fulcrum Partners | Westlake | OH | 10/2019 | 11/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2025 | Present |
| Onedigital | Westlake | OH | 11/2020 | Present |
Fixed insurance sales and service; investment related; Westlake, OH; sales and service of non-variable insurance products; agent; 11/8/2017; 1 hr/month; 1 hr during trading; sales and service of non-variable insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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