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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
San Antonio, TX • 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 |
|---|---|---|---|---|
| Usaa Financial Advisors Inc./Usaa Financial Planning Services | San Antonio | TX | 11/2016 | 01/2017 |
| Capital Group Companies | San Antonio | TX | 07/2015 | 11/2016 |
| Titleist Asset Management, Ltd. | San Antonio | TX | 04/2017 | 02/2019 |
| Unemployed | San Antonio | TX | 03/2019 | 11/2020 |
| Victory Capital Management Inc./Victory Capital Services, Inc. | San Antonio | TX | 12/2020 | 10/2021 |
| Gwfs Equities, Inc. / Empower Financial Services, Inc. | Greenwood Village | CO | 11/2021 | 07/2024 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 07/2024 | 07/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-25 |
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