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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
3411 Richmond Avenue Suite 750, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Asset Management, Inc. | Houston | TX | 07/2023 | Present |
| Legacy Asset Management | Houston | TX | 04/2016 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
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