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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-10-09 |
| TX | RA | APPROVED | 2023-10-09 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Lewes, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2016 | 08/2022 |
| Upper Main Line Ymca | Berwyn | PA | 02/2016 | 06/2020 |
| Ymca | Berwyn | PA | 02/2022 | 11/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
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