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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2925 Briarpark Drive Suite 1025, Houston, TX 77044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | The Woodlands | TX | 05/2014 | 01/2017 |
| The Mid-Continent Companies, Ltd. | Houston | TX | 01/2017 | 10/2018 |
| Kestra Investment Services | Austin | TX | 11/2018 | 02/2024 |
| Assuredpartners Investment Advisors, Llc | Houston | TX | 02/2024 | 01/2026 |
| Kestra Advisory Services | Austin | TX | 11/2018 | 02/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2026 | Present |
| First Harbor Financial | Houston | TX | 10/2018 | 09/2021 |
| Assuredpartners | Houston | TX | 09/2021 | 02/2024 |
| Century Oak Private Wealth/Northwestern Mutual | Houston | TX | 03/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-12 |
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