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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-26 |
| IN | RA | APPROVED | 2026-08-25 |
Branch Locations
8700 W Byrn Mawr Avenue Suite 900S, Chicago, IL 60631 • United States
900 E 96Th Street Suite 500, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 08/2014 | 09/2021 |
| Oneamerica Securities | Indianapolis | IN | 08/2017 | 03/2022 |
| Adp Llc | Indianapolis | IN | 09/2021 | 03/2022 |
| Adp Broker Dealer Inc | Indianapolis | IN | 09/2021 | 03/2022 |
| Nationwide Investment Services Corporation | Columbus | OH | 04/2022 | 02/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2023 | 02/2025 |
| First Merchants Investment Services | Indianapolis | IN | 03/2023 | 02/2025 |
| Cetera Investment Advisers Llc | Indianapolis | IN | 04/2024 | 02/2025 |
| 1834 Investment Advisors Co. | Indianapolis | IN | 02/2025 | 08/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2026 | Present |
FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 8700 W BRYN MAWR AVENUE, SUITE 900S, CHICAGO, IL 60631; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 1/15/2018; 1 HR/MONTH; 1 HR/MONTH DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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