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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-08-16 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Independence, KY • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 09/2014 | 02/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2019 |
| The Huntington National Bank | Florence | KY | 03/2019 | 06/2021 |
| The Huntington Investment Company | Columbus | OH | 03/2019 | 06/2021 |
| The Huntington Investment Company | Columbus | OH | 06/2021 | 07/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-23 |
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