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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
8235 Forsyth Blvd Ste 540, Clayton, MO 63105 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Saint Louis | MO | 04/2015 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ladue | MO | 08/2017 | 07/2023 |
| Bank Of America, N.A. | Ladue | MO | 11/2017 | 07/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 07/2023 | 06/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-27 |
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