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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2001 → Present
    Yosemite Asset Mgmt. Llc
    San Luis Obispo, CA
  • 01/2020 → 05/2024
    Lifepro Asset Management, Llc
    San Diego, CA
  • 06/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2020-03-05 → 2024-06-10
    Lifepro Asset Management
    San Diego, CA
    San Luis Obispo, CA
  • 2013-07-18 → 2022-01-02
    Yosemite Asset Management, Llc
    San Luis Obispo, CA
  • 2008-01-30 → 2009-12-31
    Yosemite Asset Management, Llc
    San Luis Obispo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-28
  • S65 Uniform Investment Adviser Law Examination
    2013-05-28
Other Names
  • Gary Morrow

View on SEC IAPD

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