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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-12 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
921 East Fort Avenue Suite 230, Baltimore, MD 21230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Consultants | Hunt Valley | MD | 02/2015 | 08/2017 |
| Towson University | Towson | MD | 08/2013 | 05/2017 |
| Lincoln Financial Advisors | Hunt Valley | MD | 08/2017 | 05/2021 |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 06/2021 | Present |
| Triad Advisors | Norcross | GA | 06/2021 | Present |
1)OneDigital dba Fiduciary Plan Advisors;investment related;4860 College Blvd,#100,Overland Park,KS 66211;parent company/dba;investment advisore;6/2021;120 hrs/month;6.5 hrs during trading;employee education,financial planning 2)OneDigital Investment Advisors LLC;investment related;4860 College Blvd,#100,Overland Park,KS 66211;RIA;IAR;6/2021;120 hrs/month;6.5 hrs during trading;employee education,financial planning
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