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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-04-03 |
Branch Locations
1450 Maria Lane Suite 400, Walnut Creek, CA 94596 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur J. Gallagher & Co. | Lafayette | CA | 07/2016 | 03/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 03/2017 | Present |
| Teros Advisors (Fka Slw Retirement Plan Advisors) | Lafayette | CA | 03/2017 | 01/2020 |
| Triad Advisors, Inc. | Norcross | GA | 04/2017 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-07 |
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