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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-12 |
Branch Locations
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • 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 |
|---|---|---|---|---|
| Putnam Retail Management | Andover | MA | 06/2012 | 08/2017 |
| Timescale Financial, Inc. | Danvers | MA | 07/2017 | 12/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2017 | 04/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2022 | Present |
Fixed insurance sales and service; investment related; 222 Rosewood Drive, 10th Floor, Danvers, MA 01923; sales and service of non-variable insurance products; agent; 11/2017; 4 hrs/month; 4 hrs during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-14 |
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