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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-11-28 |
Branch Locations
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Tiaa | Atlanta | GA | 01/2016 | 10/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 01/2016 | 10/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2022 | Present |
| Triad Advisors | Norcross | GA | 04/2023 | 08/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 08/2024 | 12/2025 |
1) Fixed insurance sales and service; investment related; 300 Galleria Pkwy Suite 1100 Atlanta GA 30339; sales and service of non-variable insurance products; agent; 1/11/2002; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products 2) Real Estate business; investment related; 1875 Mason Mill; sole proprietorship; sole proprietor; 5/22/2006; 10 hrs/month; 0 hrs during trading; have a Georgia real estate license, operate rental properties that I own as a home business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-28 |
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