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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Signator Investors, Inc. | Westborough | MA | 05/2016 | 03/2017 |
| Scottrade, Inc. | Fayetteville | NY | 04/2017 | 02/2018 |
| Td Ameritrade, Inc. | Fayetteville | NY | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Fayetteville | NY | 02/2018 | 01/2021 |
| Aspencross Wealth Management | Westborough | MA | 03/2016 | 04/2017 |
| Scottrade Investment Management | Fayetteville | NY | 04/2017 | 02/2018 |
| J.P. Morgan Chase Bank, N.A. | Akron | OH | 01/2021 | 02/2023 |
| J.P. Morgan Securities, Llc | Akron | OH | 01/2021 | 02/2023 |
| Lpl Financial Llc | Wadsworth | OH | 02/2023 | 11/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 11/2025 | Present |
Fixed insurance sales and service; investment related; Wadsworth, OH 44281; sales and service of non-variable insurance products; agent; 2/10/2021; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products __|__ Church Card Co LLC; not investment related; Wadsworth, OH 44281; Online Merchandise Business: Owner; 7/24/2023; 15 hours/month devoted; 0 during trading; business to sell and trade sports cards and memorabilia through an online streaming service and eBay.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-19 |
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