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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-31 |
Branch Locations
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Aig | Atlanta | GA | 09/2016 | 10/2020 |
| Truist | Atlanta | GA | 06/2015 | 09/2016 |
| Charles Schwab | Knoxville | TN | 01/2022 | 05/2022 |
| Us Army | Atlanta | GA | 07/2020 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2022 | Present |
| Triad Advisors | Norcross | GA | 06/2022 | 08/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 08/2024 | 02/2026 |
1) UNITED STATES ARMY; non-investment related; 6503 Bonny Oaks Dr, Chattanooga TN 37416; Officer; 7/25/2025; 20 hours/month devoted; 0 hours during securities trading hours; military.__|__ 2) Fixed insurance sales and service; investment related; 300 Galleria Pkwy Suite 1100 Atlanta GA 30339; agent; 7/25/2025; 10 hrs/month devoted; 10 hours during trading; sales andservice of non-variable insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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