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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
San Luis Obispo, CA • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2028 Village Lane Suite 106, Solvang, CA 93463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yosemite Asset Mgmt. Llc | San Luis Obispo | CA | 03/2001 | Present |
| Lifepro Asset Management, Llc | San Diego | CA | 01/2020 | 05/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-28 |
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