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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-09 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
205 South Front Street 2Nd Floor, Harrisburg, PA 17104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Harrisburg | PA | 01/2014 | 10/2018 |
| Triad Advisors | Norcross | GA | 11/2018 | 08/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2019 | Present |
| Osaic Wealth, Inc. | Harrisburg | PA | 08/2024 | 09/2025 |
Fixed insurance sales and service; investment related; Harrisburg, PA 17104; sales and service of non-variable insurance products; agent; 9/11/2006; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-16 |
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