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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-20 |
| PA | RA | APPROVED | 2018-09-19 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
60 East 42Nd Street Suite 5310, New York, NY 10165 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | White Plains | NY | 07/2014 | 10/2018 |
| Independent Financial Partners | White Plains | NY | 07/2014 | 10/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2018 | Present |
| Triad Advisors | Norcross | GA | 11/2018 | 08/2024 |
| Osaic Wealth, Inc. | New York | NY | 08/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-09 |
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